Hefty Wealth Partners’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $10K | Hold |
96
| – | – | 0.01% | 183 |
|
|
2017
Q4 | $12K | Hold |
96
| – | – | 0.01% | 182 |
|
|
2017
Q3 | $11K | Hold |
96
| – | – | 0.01% | 180 |
|
|
2017
Q2 | $11K | Hold |
96
| – | – | 0.01% | 167 |
|
|
2017
Q1 | $10K | Hold |
96
| – | – | 0.01% | 174 |
|
|
2016
Q4 | $10K | Hold |
96
| – | – | 0.01% | 162 |
|
|
2016
Q3 | $10K | Hold |
96
| – | – | 0.01% | 172 |
|
|
2016
Q2 | $10K | Hold |
96
| – | – | 0.01% | 144 |
|
|
2016
Q1 | $9K | Hold |
96
| – | – | 0.01% | 154 |
|
|
2015
Q4 | $9K | Buy |
+96
| New | +$9K | 0.01% | 143 |
|