Sensible Financial Planning & Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,630
| Closed | -$223K | – | 38 |
|
|
2019
Q4 | $223K | Buy |
+1,630
| New | +$223K | 0.09% | 39 |
|
|
2016
Q4 | – | Sell |
-100
| Closed | -$11K | – | 55 |
|
|
2016
Q3 | $11K | Hold |
100
| – | – | 0.01% | 58 |
|
|
2016
Q2 | $11K | Hold |
100
| – | – | 0.01% | 61 |
|
|
2016
Q1 | $10K | Hold |
100
| – | – | 0.01% | 59 |
|
|
2015
Q4 | $10K | Hold |
100
| – | – | 0.01% | 61 |
|
|
2015
Q3 | $9K | Hold |
100
| – | – | 0.01% | 59 |
|
|
2015
Q2 | $9K | Buy |
+100
| New | +$9K | 0.01% | 57 |
|
|
2015
Q1 | – | Sell |
-100
| Closed | -$9K | – | 52 |
|
|
2014
Q4 | $9K | Hold |
100
| – | – | 0.01% | 60 |
|
|
2014
Q3 | $9K | Buy |
+100
| New | +$9K | 0.01% | 62 |
|