Wealthfront’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $5.2M | Buy |
46,524
+2,159
| +5% | +$241K | 0.05% | 60 |
|
|
2018
Q2 | $4.83M | Sell |
44,365
-6,838
| -13% | -$744K | 0.05% | 58 |
|
|
2018
Q1 | $5.59M | Buy |
51,203
+731
| +1% | +$79.8K | 0.06% | 50 |
|
|
2017
Q4 | $6.05M | Buy |
50,472
+8,361
| +20% | +$1M | 0.07% | 51 |
|
|
2017
Q3 | $4.69M | Sell |
42,111
-7,709
| -15% | -$859K | 0.06% | 58 |
|
|
2017
Q2 | $5.75M | Buy |
49,820
+12,617
| +34% | +$1.46M | 0.09% | 44 |
|
|
2017
Q1 | $4.16M | Buy |
37,203
+5,372
| +17% | +$601K | 0.07% | 50 |
|
|
2016
Q4 | $3.33M | Sell |
31,831
-5,561
| -15% | -$582K | 0.07% | 45 |
|
|
2016
Q3 | $4.07M | Buy |
37,392
+2,917
| +8% | +$317K | 0.1% | 41 |
|
|
2016
Q2 | $3.65M | Buy |
34,475
+1,016
| +3% | +$108K | 0.1% | 43 |
|
|
2016
Q1 | $3.43M | Buy |
33,459
+14,202
| +74% | +$1.46M | 0.11% | 41 |
|
|
2015
Q4 | $1.92M | Buy |
19,257
+1,498
| +8% | +$150K | 0.07% | 53 |
|
|
2015
Q3 | $1.68M | Buy |
17,759
+4,016
| +29% | +$379K | 0.07% | 59 |
|
|
2015
Q2 | $1.28M | Buy |
13,743
+925
| +7% | +$86.4K | 0.05% | 46 |
|
|
2015
Q1 | $1.23M | Buy |
12,818
+1,379
| +12% | +$132K | 0.06% | 35 |
|
|
2014
Q4 | $1.08M | Buy |
11,439
+2,786
| +32% | +$264K | 0.06% | 35 |
|
|
2014
Q3 | $806K | Buy |
8,653
+2,831
| +49% | +$264K | 0.06% | 42 |
|
|
2014
Q2 | $524K | Buy |
5,822
+2,935
| +102% | +$264K | 0.05% | 39 |
|
|
2014
Q1 | $239K | Buy |
+2,887
| New | +$239K | 0.03% | 46 |
|