Huber Financial Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $507K | Buy |
4,225
+109
| +3% | +$13.1K | 0.19% | 62 |
|
|
2019
Q4 | $563K | Buy |
4,116
+28
| +0.7% | +$3.83K | 0.2% | 62 |
|
|
2019
Q3 | $560K | Buy |
4,088
+47
| +1% | +$6.44K | 0.22% | 55 |
|
|
2019
Q2 | $530K | Buy |
4,041
+16
| +0.4% | +$2.1K | 0.23% | 56 |
|
|
2019
Q1 | $493K | Buy |
4,025
+17
| +0.4% | +$2.08K | 0.24% | 61 |
|
|
2018
Q4 | $443K | Sell |
4,008
-95
| -2% | -$10.5K | 0.24% | 56 |
|
|
2018
Q3 | $459K | Buy |
4,103
+17
| +0.4% | +$1.9K | 0.35% | 53 |
|
|
2018
Q2 | $444K | Buy |
4,086
+369
| +10% | +$40.1K | 0.4% | 46 |
|
|
2018
Q1 | $406K | Sell |
3,717
-238
| -6% | -$26K | 0.4% | 50 |
|
|
2017
Q4 | $474K | Buy |
+3,955
| New | +$474K | 0.52% | 36 |
|