Wilson Kemp & Associates’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $1.6M | Sell |
17,162
-6,800
| -28% | -$633K | 14.57% | 1 |
|
|
2014
Q2 | $2.14M | Sell |
23,962
-8,400
| -26% | -$751K | 7.68% | 1 |
|
|
2014
Q1 | $2.7M | Sell |
32,362
-7,441
| -19% | -$621K | 7.02% | 1 |
|
|
2013
Q4 | $3.3M | Buy |
39,803
+13,728
| +53% | +$1.14M | 6.34% | 1 |
|
|
2013
Q3 | $2.07M | Sell |
26,075
-35,766
| -58% | -$2.84M | 4.57% | 3 |
|
|
2013
Q2 | $5.06M | Buy |
+61,841
| New | +$5.06M | 4.84% | 3 |
|