Affinity Wealth Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,544
| Closed | -$431K | – | 111 |
|
|
2023
Q3 | $431K | Hold |
2,544
| – | – | 0.1% | 62 |
|
|
2023
Q2 | $471K | Buy |
2,544
+2
| +0.1% | +$370 | 0.11% | 62 |
|
|
2023
Q1 | $463K | Buy |
2,542
+80
| +3% | +$14.6K | 0.11% | 68 |
|
|
2022
Q4 | $445K | Sell |
2,462
-1
| -0% | -$181 | 0.11% | 58 |
|
|
2022
Q3 | $402K | Buy |
+2,463
| New | +$402K | 0.1% | 60 |
|