WFG Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $733K | Sell |
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|
2017
Q1 | $848K | Sell |
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|
2016
Q4 | $882K | Buy |
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|
2016
Q3 | $627K | Sell |
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|
2016
Q2 | $846K | Buy |
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|
2016
Q1 | $612K | Sell |
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|
2015
Q4 | $598K | Buy |
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|
2015
Q3 | $560K | Sell |
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|
2015
Q2 | $775K | Buy |
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|
2015
Q1 | $566K | Sell |
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|
2014
Q4 | $1.97M | Sell |
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|
2014
Q3 | $2.08M | Sell |
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|
2014
Q2 | $2.02M | Sell |
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|
2014
Q1 | $1.89M | Sell |
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|
2013
Q4 | $2.24M | Buy |
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|
2013
Q3 | $2.04M | Buy |
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|
2013
Q2 | $1.49M | Buy |
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