TAIM
TD Ameritrade Investment Management’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-346
| Closed | -$64K | – | 346 |
|
|
2023
Q2 | $64K | Sell |
346
-50
| -13% | -$9.25K | ﹤0.01% | 242 |
|
|
2023
Q1 | $72K | Sell |
396
-143
| -27% | -$26K | ﹤0.01% | 240 |
|
|
2022
Q4 | $97K | Buy |
539
+15
| +3% | +$2.7K | ﹤0.01% | 237 |
|
|
2022
Q3 | $86K | Buy |
524
+71
| +16% | +$11.7K | ﹤0.01% | 254 |
|
|
2022
Q2 | $75K | Sell |
453
-183
| -29% | -$30.3K | ﹤0.01% | 269 |
|
|
2022
Q1 | $106K | Buy |
636
+56
| +10% | +$9.33K | ﹤0.01% | 287 |
|
|
2021
Q4 | $101K | Buy |
580
+237
| +69% | +$41.3K | ﹤0.01% | 291 |
|
|
2021
Q3 | $48K | Sell |
343
-155
| -31% | -$21.7K | ﹤0.01% | 333 |
|
|
2021
Q2 | $74K | Buy |
498
+120
| +32% | +$17.8K | ﹤0.01% | 307 |
|
|
2021
Q1 | $56K | Hold |
378
| – | – | ﹤0.01% | 323 |
|
|
2020
Q4 | $56K | Buy |
378
+35
| +10% | +$5.19K | ﹤0.01% | 323 |
|
|
2020
Q3 | $48K | Sell |
343
-201
| -37% | -$28.1K | ﹤0.01% | 333 |
|
|
2020
Q2 | $72K | Buy |
544
+56
| +11% | +$7.41K | ﹤0.01% | 272 |
|
|
2020
Q1 | $59K | Buy |
488
+42
| +9% | +$5.08K | ﹤0.01% | 280 |
|
|
2019
Q4 | $61K | Buy |
446
+47
| +12% | +$6.43K | ﹤0.01% | 297 |
|
|
2019
Q3 | $55K | Buy |
399
+34
| +9% | +$4.69K | ﹤0.01% | 276 |
|
|
2019
Q2 | $48K | Buy |
365
+333
| +1,041% | +$43.8K | ﹤0.01% | 265 |
|
|
2019
Q1 | $4K | Sell |
32
-176
| -85% | -$22K | ﹤0.01% | 472 |
|
|
2018
Q4 | $23K | Sell |
208
-1,265
| -86% | -$140K | ﹤0.01% | 288 |
|
|
2018
Q3 | $165K | Buy |
1,473
+1,302
| +761% | +$146K | ﹤0.01% | 148 |
|
|
2018
Q2 | $19K | Buy |
+171
| New | +$19K | ﹤0.01% | 195 |
|