Northstar Wealth Partners’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.97M | Buy |
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|
2020
Q2 | $2.5M | Buy |
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|
2020
Q1 | $1.65M | Buy |
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|
2019
Q4 | $1.7M | Buy |
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|
2019
Q3 | $1.67M | Buy |
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|
2019
Q2 | $1.58M | Hold |
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|
2019
Q1 | $1.48M | Buy |
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|
2018
Q4 | $1.29M | Hold |
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|
2018
Q3 | $1.3M | Buy |
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|
2018
Q2 | $1.25M | Sell |
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|
2018
Q1 | $1.26M | Buy |
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|
2017
Q4 | $647K | Sell |
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|
2017
Q3 | $606K | Buy |
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|
2017
Q2 | $490K | Sell |
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|
2017
Q1 | $498K | Buy |
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