Genovese Burford & Brothers Wealth & Retirement Plan Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $267K | Sell |
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|
2020
Q3 | $261K | Sell |
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|
2020
Q2 | $277K | Buy |
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|
2020
Q1 | $251K | Buy |
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|
2019
Q4 | $285K | Buy |
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|
2019
Q3 | $264K | Hold |
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|
2019
Q2 | $252K | Hold |
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|
2019
Q1 | $236K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $170K | Buy |
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|
2018
Q1 | $132K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $130K | Sell |
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|
2017
Q2 | $137K | Sell |
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|
2017
Q1 | $138K | Sell |
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|
2016
Q4 | $147K | Buy |
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|
2016
Q3 | $133K | Sell |
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|
2016
Q2 | $139K | Buy |
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|
2016
Q1 | $134K | Buy |
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|
2015
Q4 | $130K | Buy |
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