GGPS
Gary Goldberg Planning Services’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $2.61M | Buy |
27,609
+4,178
| +18% | +$395K | 1.1% | 24 |
|
|
2014
Q3 | $2.18M | Buy |
23,431
+2,236
| +11% | +$208K | 0.91% | 31 |
|
|
2014
Q2 | $1.89M | Buy |
21,195
+1,591
| +8% | +$142K | 0.83% | 31 |
|
|
2014
Q1 | $1.64M | Sell |
19,604
-502
| -2% | -$41.9K | 0.8% | 36 |
|
|
2013
Q4 | $1.67M | Sell |
20,106
-1,134
| -5% | -$94.1K | 0.97% | 31 |
|
|
2013
Q3 | $1.69M | Sell |
21,240
-791
| -4% | -$62.9K | 1.02% | 32 |
|
|
2013
Q2 | $1.8M | Buy |
+22,031
| New | +$1.8M | 1.15% | 25 |
|