Winifred I. Li’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $713K | Buy |
7,544
+152
| +2% | +$14.4K | 0.67% | 49 |
|
|
2014
Q3 | $688K | Sell |
7,392
-200
| -3% | -$18.6K | 0.66% | 48 |
|
|
2014
Q2 | $678K | Sell |
7,592
-606
| -7% | -$54.1K | 0.58% | 59 |
|
|
2014
Q1 | $685K | Sell |
8,198
-5,075
| -38% | -$424K | 0.59% | 58 |
|
|
2013
Q4 | $1.1M | Sell |
13,273
-1,508
| -10% | -$125K | 0.95% | 22 |
|
|
2013
Q3 | $1.18M | Sell |
14,781
-1,928
| -12% | -$153K | 1.09% | 16 |
|
|
2013
Q2 | $1.37M | Buy |
+16,709
| New | +$1.37M | 1.27% | 13 |
|