Integrated Wealth Counsel’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $137K | Buy |
1,312
+1,150
| +710% | +$120K | 0.29% | 39 |
|
|
2016
Q3 | $18K | Buy |
+162
| New | +$18K | 0.04% | 113 |
|
|
2014
Q2 | – | Sell |
-125
| Closed | -$10K | – | 139 |
|
|
2014
Q1 | $10K | Sell |
125
-285
| -70% | -$22.8K | 0.01% | 133 |
|
|
2013
Q4 | $34K | Buy |
410
+125
| +44% | +$10.4K | 0.03% | 115 |
|
|
2013
Q3 | $22.7K | Sell |
285
-1,065
| -79% | -$84.7K | 0.02% | 139 |
|
|
2013
Q2 | $110K | Buy |
+1,350
| New | +$110K | 0.08% | 76 |
|