AM Investment Strategies’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,779
| Closed | -$309K | – | 116 |
|
|
2021
Q4 | $309K | Hold |
1,779
| – | – | 0.07% | 90 |
|
|
2021
Q3 | $268K | Buy |
1,779
+4
| +0.2% | +$603 | 0.07% | 92 |
|
|
2021
Q2 | $263K | Buy |
1,775
+4
| +0.2% | +$593 | 0.07% | 93 |
|
|
2021
Q1 | $250K | Buy |
1,771
+206
| +13% | +$29.1K | 0.07% | 89 |
|
|
2020
Q4 | $232K | Buy |
+1,565
| New | +$232K | 0.07% | 80 |
|