Welch Investments’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $4.85M | Buy |
40,418
+1,143
| +3% | +$137K | 3.08% | 21 |
|
|
2017
Q3 | $4.38M | Buy |
39,275
+980
| +3% | +$109K | 3.02% | 25 |
|
|
2017
Q2 | $4.42M | Buy |
38,295
+1,438
| +4% | +$166K | 3.29% | 13 |
|
|
2017
Q1 | $4.12M | Buy |
36,857
+1,791
| +5% | +$200K | 3.27% | 12 |
|
|
2016
Q4 | $3.67M | Buy |
+35,066
| New | +$3.67M | 3.21% | 16 |
|