Moller Wealth Partners’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-4,270
| Closed | -$458K | – | 66 |
|
|
2018
Q4 | $458K | Buy |
+4,270
| New | +$458K | 0.3% | 44 |
|
|
2018
Q1 | – | Sell |
-2,233
| Closed | -$268K | – | 46 |
|
|
2017
Q4 | $268K | Buy |
+2,233
| New | +$268K | 0.1% | 42 |
|
|
2017
Q3 | – | Sell |
-2,067
| Closed | -$239K | – | 47 |
|
|
2017
Q2 | $239K | Buy |
+2,067
| New | +$239K | 0.1% | 41 |
|
|
2015
Q2 | – | Sell |
-2,277
| Closed | -$218K | – | 44 |
|
|
2015
Q1 | $218K | Sell |
2,277
-67
| -3% | -$6.42K | 0.1% | 41 |
|
|
2014
Q4 | $222K | Buy |
+2,344
| New | +$222K | 0.11% | 40 |
|
|
2014
Q2 | – | Sell |
-2,793
| Closed | -$233K | – | 51 |
|
|
2014
Q1 | $233K | Buy |
+2,793
| New | +$233K | 0.12% | 47 |
|