Willingdon Wealth Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $2.82M | Sell |
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|
2019
Q4 | $4.29M | Sell |
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|
2019
Q3 | $4.39M | Sell |
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|
2019
Q2 | $4.28M | Sell |
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|
2019
Q1 | $4.06M | Buy |
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|
2018
Q4 | $3.6M | Sell |
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|
2018
Q3 | $3.75M | Buy |
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|
2018
Q2 | $3.58M | Buy |
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|
2018
Q1 | $3.39M | Buy |
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|
2017
Q4 | $2.72M | Buy |
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|
2017
Q3 | $2.33M | Buy |
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|
2017
Q2 | $2.26M | Buy |
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|
2017
Q1 | $714K | Buy |
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|
2016
Q4 | $666K | Sell |
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|
2016
Q3 | $741K | Sell |
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|
2016
Q2 | $3.09M | Buy |
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|
2016
Q1 | $501K | Buy |
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