KMS Financial Services’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $4.18M | Buy |
44,945
+1,973
| +5% | +$184K | 0.59% | 33 |
|
|
2014
Q2 | $3.84M | Buy |
42,972
+272
| +0.6% | +$24.3K | 0.55% | 39 |
|
|
2014
Q1 | $3.57M | Sell |
42,700
-2,358
| -5% | -$197K | 0.56% | 30 |
|
|
2013
Q4 | $3.74M | Buy |
45,058
+24,116
| +115% | +$2M | 0.63% | 24 |
|
|
2013
Q3 | $1.67M | Buy |
20,942
+2,226
| +12% | +$177K | 0.41% | 54 |
|
|
2013
Q2 | $1.53M | Buy |
+18,716
| New | +$1.53M | 0.43% | 53 |
|