TrueWealth LLC’s PepsiCo PEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$610K Sell
2020
Q1
$592K Sell
2019
Q4
$741K Buy
2019
Q3
$737K Buy
2019
Q2
$705K Buy
2019
Q1
$562K Buy
2018
Q4
$502K Buy
2018
Q3
$503K Buy
2018
Q2
$476K Buy
2018
Q1
$466K Sell
2017
Q4
$524K Buy