ParenteBeard Wealth Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $37.8K | Sell |
3,575
-36,176
| -91% | -$383K | 0.45% | 25 |
|
|
2014
Q3 | $3.7M | Buy |
39,751
+2,008
| +5% | +$187K | 1.55% | 14 |
|
|
2014
Q2 | $3.37M | Sell |
37,743
-342
| -0.9% | -$30.6K | 1.48% | 12 |
|
|
2014
Q1 | $3.18M | Sell |
38,085
-1,280
| -3% | -$107K | 1.58% | 11 |
|
|
2013
Q4 | $3.27M | Sell |
39,365
-1,092
| -3% | -$90.6K | 1.28% | 16 |
|
|
2013
Q3 | $3.22M | Sell |
40,457
-193
| -0.5% | -$15.3K | 1.57% | 15 |
|
|
2013
Q2 | $3.33M | Buy |
+40,650
| New | +$3.33M | 1.51% | 15 |
|