Jacobus Wealth Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $387K | Hold |
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|
2017
Q2 | $401K | Hold |
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|
2017
Q1 | $389K | Sell |
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|
2016
Q4 | $442K | Hold |
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|
2016
Q3 | $460K | Buy |
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|
2016
Q2 | $368K | Sell |
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|
2016
Q1 | $509K | Sell |
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|
2015
Q4 | $498K | Hold |
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|
2015
Q3 | $470K | Hold |
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|
2015
Q2 | $465K | Buy |
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|
2015
Q1 | $471K | Hold |
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|
2014
Q4 | $466K | Hold |
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|
2014
Q3 | $458K | Sell |
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|
2014
Q2 | $445K | Buy |
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|
2014
Q1 | $411K | Sell |
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|
2013
Q4 | $492K | Buy |
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|
2013
Q3 | $377K | Hold |
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|
2013
Q2 | $388K | Buy |
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