Strategic Wealth Management Group’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $373K | Sell |
2,520
-2,039
| -45% | -$302K | 0.14% | 83 |
|
|
2021
Q1 | $645K | Buy |
4,559
+51
| +1% | +$7.22K | 0.25% | 57 |
|
|
2020
Q4 | $669K | Buy |
4,508
+617
| +16% | +$91.6K | 0.29% | 48 |
|
|
2020
Q3 | $539K | Sell |
3,891
-244
| -6% | -$33.8K | 0.26% | 52 |
|
|
2020
Q2 | $547K | Buy |
4,135
+198
| +5% | +$26.2K | 0.32% | 44 |
|
|
2020
Q1 | $473K | Buy |
3,937
+9
| +0.2% | +$1.08K | 0.35% | 39 |
|
|
2019
Q4 | $537K | Buy |
3,928
+850
| +28% | +$116K | 0.35% | 37 |
|
|
2019
Q3 | $422K | Buy |
3,078
+1
| +0% | +$137 | 0.3% | 46 |
|
|
2019
Q2 | $403K | Sell |
3,077
-88
| -3% | -$11.5K | 0.31% | 44 |
|
|
2019
Q1 | $388K | Sell |
3,165
-689
| -18% | -$84.5K | 0.32% | 48 |
|
|
2018
Q4 | $426K | Buy |
+3,854
| New | +$426K | 0.41% | 42 |
|