Lehman Financial Resources’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $218K | Buy |
+1,950
| New | +$218K | 0.1% | 93 |
|
|
2015
Q4 | – | Sell |
-819
| Closed | -$77K | – | 263 |
|
|
2015
Q3 | $77K | Buy |
819
+30
| +4% | +$2.82K | 0.04% | 111 |
|
|
2015
Q2 | $73K | Hold |
789
| – | – | 0.04% | 124 |
|
|
2015
Q1 | $75K | Hold |
789
| – | – | 0.03% | 123 |
|
|
2014
Q4 | $75K | Hold |
789
| – | – | 0.04% | 113 |
|
|
2014
Q3 | $73K | Hold |
789
| – | – | 0.04% | 109 |
|
|
2014
Q2 | $70K | Hold |
789
| – | – | 0.03% | 116 |
|
|
2014
Q1 | $66K | Hold |
789
| – | – | 0.03% | 115 |
|
|
2013
Q4 | $65K | Hold |
789
| – | – | 0.04% | 101 |
|
|
2013
Q3 | $63K | Buy |
789
+200
| +34% | +$16K | 0.04% | 96 |
|
|
2013
Q2 | $48K | Buy |
+589
| New | +$48K | 0.03% | 105 |
|