Wellesley Investment Partners’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $858K | Sell |
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|
2020
Q2 | $928K | Sell |
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|
2020
Q1 | $969K | Sell |
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|
2019
Q4 | $1.16M | Buy |
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|
2019
Q3 | $1.04M | Buy |
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|
2019
Q2 | $966K | Sell |
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|
2019
Q1 | $1.06M | Sell |
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|
2018
Q4 | $1.06M | Sell |
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|
2018
Q3 | $1.09M | Buy |
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|
2018
Q2 | $1.02M | Buy |
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|
2018
Q1 | $1.02M | Buy |
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|
2017
Q4 | $1.1M | Buy |
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|
2017
Q3 | $963K | Sell |
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|
2017
Q2 | $1.06M | Buy |
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|
2017
Q1 | $986K | Buy |
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|
2016
Q4 | $872K | Buy |
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|
2016
Q3 | $880K | Sell |
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|
2016
Q2 | $873K | Buy |
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|
2016
Q1 | $803K | Buy |
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|
2015
Q4 | $516K | Buy |
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