MIAN
Mariner Independent Advisor Network’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $4.89M | Sell |
29,939
-205
| -0.7% | -$33.5K | 0.21% | 122 |
|
|
2022
Q2 | $5.06M | Buy |
30,144
+8,706
| +41% | +$1.46M | 0.21% | 115 |
|
|
2022
Q1 | $3.6M | Buy |
21,438
+3,240
| +18% | +$544K | 0.14% | 160 |
|
|
2021
Q4 | $3.15M | Buy |
18,198
+364
| +2% | +$63K | 0.15% | 161 |
|
|
2021
Q3 | $2.68M | Buy |
17,834
+295
| +2% | +$44.3K | 0.13% | 176 |
|
|
2021
Q2 | $2.6M | Buy |
17,539
+1,674
| +11% | +$248K | 0.12% | 196 |
|
|
2021
Q1 | $2.24M | Sell |
15,865
-4,676
| -23% | -$661K | 0.12% | 179 |
|
|
2020
Q4 | $3.05M | Buy |
20,541
+7,870
| +62% | +$1.17M | 0.16% | 151 |
|
|
2020
Q3 | $1.76M | Buy |
12,671
+1,011
| +9% | +$140K | 0.15% | 161 |
|
|
2020
Q2 | $1.55M | Sell |
11,660
-4,869
| -29% | -$646K | 0.14% | 163 |
|
|
2020
Q1 | $1.96M | Buy |
16,529
+891
| +6% | +$106K | 0.18% | 131 |
|
|
2019
Q4 | $2.13M | Buy |
15,638
+434
| +3% | +$59.2K | 0.15% | 150 |
|
|
2019
Q3 | $2.09M | Buy |
+15,204
| New | +$2.09M | 0.16% | 143 |
|
|
2018
Q2 | – | Sell |
-19,755
| Closed | -$2.16M | – | 271 |
|
|
2018
Q1 | $2.16M | Buy |
+19,755
| New | +$2.16M | 0.13% | 132 |
|
|
2017
Q4 | – | Sell |
-11,610
| Closed | -$1.29M | – | 301 |
|
|
2017
Q3 | $1.29M | Sell |
11,610
-597
| -5% | -$66.5K | 0.21% | 86 |
|
|
2017
Q2 | $1.41M | Buy |
12,207
+167
| +1% | +$19.3K | 0.2% | 115 |
|
|
2017
Q1 | $1.35M | Sell |
12,040
-1,442
| -11% | -$161K | 0.16% | 82 |
|
|
2016
Q4 | $1.41M | Sell |
13,482
-2,711
| -17% | -$284K | 0.23% | 87 |
|
|
2016
Q3 | $1.76M | Buy |
16,193
+1,966
| +14% | +$214K | 0.25% | 88 |
|
|
2016
Q2 | $1.51M | Buy |
14,227
+3,032
| +27% | +$321K | 0.28% | 80 |
|
|
2016
Q1 | $1.15M | Buy |
+11,195
| New | +$1.15M | 0.37% | 68 |
|
|
2015
Q1 | – | Sell |
-5,296
| Closed | -$501K | – | 140 |
|
|
2014
Q4 | $501K | Buy |
+5,296
| New | +$501K | 0.23% | 79 |
|