Alpha Financial Partners’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,216
| Closed | -$213K | – | 82 |
|
|
2024
Q1 | $213K | Sell |
1,216
-324
| -21% | -$56.7K | 0.19% | 67 |
|
|
2023
Q4 | $262K | Sell |
1,540
-248
| -14% | -$42.1K | 0.26% | 53 |
|
|
2023
Q3 | $303K | Sell |
1,788
-10
| -0.6% | -$1.7K | 0.35% | 52 |
|
|
2023
Q2 | $333K | Sell |
1,798
-122
| -6% | -$22.6K | 0.35% | 55 |
|
|
2023
Q1 | $350K | Sell |
1,920
-9
| -0.5% | -$1.64K | 0.39% | 50 |
|
|
2022
Q4 | $348K | Buy |
+1,929
| New | +$348K | 0.42% | 48 |
|