Adams Chetwood Wealth Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $249K | Hold |
1,488
| – | – | 0.14% | 78 |
|
2021
Q4 | $258K | Hold |
1,488
| – | – | 0.18% | 69 |
|
2021
Q3 | $224K | Hold |
1,488
| – | – | 0.16% | 73 |
|
2021
Q2 | $220K | Hold |
1,488
| – | – | 0.16% | 74 |
|
2021
Q1 | $210K | Hold |
1,488
| – | – | 0.16% | 73 |
|
2020
Q4 | $221K | Buy |
+1,488
| New | +$221K | 0.18% | 74 |
|