Vickerman & Driscoll Financial Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $391K | Buy |
3,259
+400
| +14% | +$48K | 0.24% | 56 |
|
|
2019
Q4 | $391K | Sell |
2,859
-26
| -0.9% | -$3.56K | 0.2% | 61 |
|
|
2019
Q3 | $396K | Hold |
2,885
| – | – | 0.22% | 67 |
|
|
2019
Q2 | $378K | Sell |
2,885
-533
| -16% | -$69.8K | 0.21% | 66 |
|
|
2019
Q1 | $419K | Sell |
3,418
-106
| -3% | -$13K | 0.24% | 67 |
|
|
2018
Q4 | $389K | Buy |
3,524
+56
| +2% | +$6.18K | 0.3% | 62 |
|
|
2018
Q3 | $388K | Buy |
3,468
+15
| +0.4% | +$1.68K | 0.27% | 63 |
|
|
2018
Q2 | $376K | Sell |
3,453
-2,850
| -45% | -$310K | 0.27% | 64 |
|
|
2018
Q1 | $688K | Sell |
6,303
-360
| -5% | -$39.3K | 0.51% | 59 |
|
|
2017
Q4 | $799K | Buy |
+6,663
| New | +$799K | 0.63% | 60 |
|