Peachtree Investment Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-7,301
| Closed | -$688K | – | 99 |
|
|
2015
Q3 | $688K | Hold |
7,301
| – | – | 0.71% | 44 |
|
|
2015
Q2 | $681K | Hold |
7,301
| – | – | 0.51% | 60 |
|
|
2015
Q1 | $698K | Buy |
7,301
+100
| +1% | +$9.56K | 0.5% | 61 |
|
|
2014
Q4 | $681K | Sell |
7,201
-260
| -3% | -$24.6K | 0.46% | 64 |
|
|
2014
Q3 | $695K | Sell |
7,461
-65
| -0.9% | -$6.06K | 0.46% | 65 |
|
|
2014
Q2 | $672K | Buy |
7,526
+330
| +5% | +$29.5K | 0.45% | 64 |
|
|
2014
Q1 | $601K | Hold |
7,196
| – | – | 0.41% | 70 |
|
|
2013
Q4 | $597K | Buy |
+7,196
| New | +$597K | 0.41% | 71 |
|