AFS Financial Group’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,319
| Closed | -$394K | – | 42 |
|
|
2023
Q4 | $394K | Sell |
2,319
-3,995
| -63% | -$678K | 0.37% | 38 |
|
|
2023
Q3 | $1.07M | Buy |
6,314
+122
| +2% | +$20.7K | 0.73% | 36 |
|
|
2023
Q2 | $1.15M | Sell |
6,192
-37
| -0.6% | -$6.85K | 0.74% | 34 |
|
|
2023
Q1 | $1.14M | Sell |
6,229
-30
| -0.5% | -$5.47K | 0.76% | 37 |
|
|
2022
Q4 | $1.13M | Buy |
+6,259
| New | +$1.13M | 0.8% | 32 |
|