Gupta Wealth Management’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $1.83M | Buy |
17,900
+3,768
| +27% | +$386K | 0.43% | 55 |
|
|
2015
Q4 | $1.41M | Buy |
14,132
+3,146
| +29% | +$314K | 0.36% | 62 |
|
|
2015
Q3 | $1.04M | Buy |
10,986
+7,935
| +260% | +$748K | 0.25% | 85 |
|
|
2015
Q2 | $285K | Buy |
3,051
+326
| +12% | +$30.5K | 0.07% | 206 |
|
|
2015
Q1 | $261K | Buy |
+2,725
| New | +$261K | 0.08% | 191 |
|