SBL
Sargent Bickham Lagudis’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $986K | Sell |
5,455
-185
| -3% | -$33.4K | 0.08% | 132 |
|
|
2022
Q3 | $921K | Sell |
5,640
-80
| -1% | -$13.1K | 0.08% | 128 |
|
|
2022
Q2 | $953K | Sell |
5,720
-83
| -1% | -$13.8K | 0.08% | 137 |
|
|
2022
Q1 | $971K | Sell |
5,803
-555
| -9% | -$92.9K | 0.08% | 140 |
|
|
2021
Q4 | $1.11M | Buy |
6,358
+146
| +2% | +$25.4K | 0.08% | 127 |
|
|
2021
Q3 | $934K | Buy |
6,212
+705
| +13% | +$106K | 0.08% | 127 |
|
|
2021
Q2 | $816K | Buy |
5,507
+377
| +7% | +$55.9K | 0.07% | 134 |
|
|
2021
Q1 | $726K | Buy |
5,130
+147
| +3% | +$20.8K | 0.06% | 132 |
|
|
2020
Q4 | $739K | Sell |
4,983
-2
| -0% | -$297 | 0.07% | 126 |
|
|
2020
Q3 | $691K | Buy |
4,985
+98
| +2% | +$13.6K | 0.07% | 124 |
|
|
2020
Q2 | $646K | Buy |
4,887
+110
| +2% | +$14.5K | 0.07% | 126 |
|
|
2020
Q1 | $574K | Buy |
4,777
+430
| +10% | +$51.7K | 0.07% | 139 |
|
|
2019
Q4 | $594K | Sell |
4,347
-12
| -0.3% | -$1.64K | 0.07% | 135 |
|
|
2019
Q3 | $598K | Sell |
4,359
-2,010
| -32% | -$276K | 0.07% | 130 |
|
|
2019
Q2 | $835K | Sell |
6,369
-103
| -2% | -$13.5K | 0.1% | 121 |
|
|
2019
Q1 | $793K | Sell |
6,472
-225
| -3% | -$27.6K | 0.09% | 126 |
|
|
2018
Q4 | $740K | Buy |
6,697
+45
| +0.7% | +$4.97K | 0.1% | 124 |
|
|
2018
Q3 | $744K | Buy |
6,652
+129
| +2% | +$14.4K | 0.09% | 126 |
|
|
2018
Q2 | $710K | Sell |
6,523
-660
| -9% | -$71.8K | 0.09% | 130 |
|
|
2018
Q1 | $784K | Sell |
7,183
-1,170
| -14% | -$128K | 0.1% | 123 |
|
|
2017
Q4 | $1M | Sell |
8,353
-1,857
| -18% | -$223K | 0.12% | 123 |
|
|
2017
Q3 | $1.14M | Sell |
10,210
-358
| -3% | -$39.9K | 0.14% | 117 |
|
|
2017
Q2 | $1.22M | Sell |
10,568
-569
| -5% | -$65.7K | 0.16% | 116 |
|
|
2017
Q1 | $1.25M | Buy |
11,137
+1,198
| +12% | +$134K | 0.16% | 116 |
|
|
2016
Q4 | $1.04M | Buy |
9,939
+886
| +10% | +$92.7K | 0.16% | 111 |
|
|
2016
Q3 | $985 | Buy |
9,053
+656
| +8% | +$71 | 0.15% | 114 |
|
|
2016
Q2 | $890K | Buy |
8,397
+996
| +13% | +$106K | 0.14% | 113 |
|
|
2016
Q1 | $758K | Buy |
+7,401
| New | +$758K | 0.12% | 122 |
|