BAM
Baldrige Asset Management’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $65K | Buy |
359
+15
| +4% | +$2.72K | 0.03% | 161 |
|
|
2022
Q4 | $62K | Hold |
344
| – | – | 0.03% | 164 |
|
|
2022
Q3 | $56K | Hold |
344
| – | – | 0.03% | 161 |
|
|
2022
Q2 | $57K | Hold |
344
| – | – | 0.03% | 162 |
|
|
2022
Q1 | $58K | Hold |
344
| – | – | 0.02% | 164 |
|
|
2021
Q4 | $60K | Hold |
344
| – | – | 0.02% | 159 |
|
|
2021
Q3 | $52K | Sell |
344
-25
| -7% | -$3.78K | 0.02% | 160 |
|
|
2021
Q2 | $55K | Buy |
+369
| New | +$55K | 0.02% | 161 |
|