D. Scott Neal’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-867
| Closed | -$95K | – | 134 |
|
|
2018
Q1 | $95K | Hold |
867
| – | – | 0.05% | 60 |
|
|
2017
Q4 | $104K | Sell |
867
-150
| -15% | -$18K | 0.06% | 62 |
|
|
2017
Q3 | $113K | Buy |
1,017
+150
| +17% | +$16.7K | 0.07% | 55 |
|
|
2017
Q2 | $100K | Sell |
867
-71
| -8% | -$8.19K | 0.07% | 73 |
|
|
2017
Q1 | $105K | Sell |
938
-27
| -3% | -$3.02K | 0.07% | 63 |
|
|
2016
Q4 | $101K | Buy |
965
+21
| +2% | +$2.2K | 0.07% | 60 |
|
|
2016
Q3 | $103K | Hold |
944
| – | – | 0.08% | 51 |
|
|
2016
Q2 | $100K | Buy |
944
+71
| +8% | +$7.52K | 0.09% | 50 |
|
|
2016
Q1 | $89K | Buy |
873
+6
| +0.7% | +$612 | 0.08% | 48 |
|
|
2015
Q4 | $87K | Buy |
+867
| New | +$87K | 0.07% | 49 |
|