American Planning Services’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $357K | Buy |
2,101
+500
| +31% | +$85K | 0.28% | 39 |
|
|
2024
Q2 | $264K | Hold |
1,601
| – | – | 0.19% | 44 |
|
|
2024
Q1 | $280K | Hold |
1,601
| – | – | 0.2% | 39 |
|
|
2023
Q4 | $272K | Hold |
1,601
| – | – | 0.21% | 38 |
|
|
2023
Q3 | $271K | Hold |
1,601
| – | – | 0.18% | 29 |
|
|
2023
Q2 | $297K | Hold |
1,601
| – | – | 0.19% | 30 |
|
|
2023
Q1 | $292K | Hold |
1,601
| – | – | 0.2% | 26 |
|
|
2022
Q4 | $289K | Buy |
1,601
+1,600
| +160,000% | +$289K | 0.29% | 21 |
|
|
2022
Q3 | $261 | Sell |
1
-1,600
| -100% | -$418K | 0.32% | 22 |
|
|
2022
Q2 | $266K | Hold |
1,601
| – | – | 0.3% | 24 |
|
|
2022
Q1 | $268K | Hold |
1,601
| – | – | 0.29% | 24 |
|
|
2021
Q4 | $278K | Buy |
+1,601
| New | +$278K | 0.25% | 20 |
|