Altium 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
Q2 | $5.09M | Buy |
30,527
+3,404
| +13% | +$567K | 0.37% | 39 |
|
|
2022
Q1 | $4.54M | Buy |
27,123
+1,363
| +5% | +$228K | 0.29% | 44 |
|
|
2021
Q4 | $4.48M | Buy |
25,760
+1,831
| +8% | +$318K | 0.29% | 42 |
|
|
2021
Q3 | $3.6M | Buy |
23,929
+254
| +1% | +$38.2K | 0.26% | 43 |
|
|
2021
Q2 | $3.51M | Sell |
23,675
-2,681
| -10% | -$397K | 0.26% | 42 |
|
|
2021
Q1 | $3.73M | Buy |
26,356
+681
| +3% | +$96.3K | 0.3% | 40 |
|
|
2020
Q4 | $3.81M | Buy |
25,675
+983
| +4% | +$146K | 0.34% | 37 |
|
|
2020
Q3 | $3.42M | Buy |
24,692
+189
| +0.8% | +$26.2K | 0.36% | 35 |
|
|
2020
Q2 | $3.24M | Buy |
24,503
+1,097
| +5% | +$145K | 0.36% | 36 |
|
|
2020
Q1 | $2.81M | Buy |
23,406
+2,884
| +14% | +$346K | 0.39% | 34 |
|
|
2019
Q4 | $2.81M | Buy |
20,522
+1,270
| +7% | +$174K | 0.34% | 37 |
|
|
2019
Q3 | $2.64M | Buy |
19,252
+902
| +5% | +$124K | 0.36% | 37 |
|
|
2019
Q2 | $2.41M | Buy |
18,350
+1,148
| +7% | +$151K | 0.35% | 38 |
|
|
2019
Q1 | $2.11M | Buy |
17,202
+753
| +5% | +$92.3K | 0.34% | 37 |
|
|
2018
Q4 | $1.82M | Buy |
16,449
+1,602
| +11% | +$177K | 0.35% | 42 |
|
|
2018
Q3 | $1.66M | Buy |
14,847
+1,561
| +12% | +$175K | 0.32% | 47 |
|
|
2018
Q2 | $1.45M | Buy |
13,286
+3,614
| +37% | +$393K | 0.39% | 48 |
|
|
2018
Q1 | $1.06M | Buy |
9,672
+993
| +11% | +$108K | 0.41% | 41 |
|
|
2017
Q4 | $1.05M | Buy |
+8,679
| New | +$1.05M | 0.48% | 41 |
|