BFG
Barber Financial Group’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $915K | Buy |
5,019
+114
| +2% | +$20.8K | 0.16% | 51 |
|
|
2022
Q4 | $886K | Sell |
4,905
-183
| -4% | -$33.1K | 0.25% | 49 |
|
|
2022
Q3 | $831K | Sell |
5,088
-31
| -0.6% | -$5.06K | 0.24% | 50 |
|
|
2022
Q2 | $853K | Sell |
5,119
-480
| -9% | -$80K | 0.14% | 47 |
|
|
2022
Q1 | $937K | Buy |
5,599
+10
| +0.2% | +$1.67K | 0.12% | 54 |
|
|
2021
Q4 | $971K | Buy |
5,589
+66
| +1% | +$11.5K | 0.12% | 59 |
|
|
2021
Q3 | $831K | Buy |
5,523
+91
| +2% | +$13.7K | 0.11% | 65 |
|
|
2021
Q2 | $805K | Buy |
5,432
+512
| +10% | +$75.9K | 0.11% | 63 |
|
|
2021
Q1 | $696K | Buy |
4,920
+869
| +21% | +$123K | 0.1% | 71 |
|
|
2020
Q4 | $601K | Buy |
4,051
+288
| +8% | +$42.7K | 0.11% | 72 |
|
|
2020
Q3 | $522K | Buy |
3,763
+183
| +5% | +$25.4K | 0.11% | 69 |
|
|
2020
Q2 | $474K | Buy |
3,580
+115
| +3% | +$15.2K | 0.11% | 68 |
|
|
2020
Q1 | $416K | Buy |
3,465
+246
| +8% | +$29.5K | 0.13% | 67 |
|
|
2019
Q4 | $440K | Buy |
3,219
+321
| +11% | +$43.9K | 0.09% | 92 |
|
|
2019
Q3 | $397K | Buy |
2,898
+2
| +0.1% | +$274 | 0.08% | 92 |
|
|
2019
Q2 | $380K | Buy |
2,896
+42
| +1% | +$5.51K | 0.09% | 93 |
|
|
2019
Q1 | $350K | Buy |
2,854
+4
| +0.1% | +$491 | 0.07% | 97 |
|
|
2018
Q4 | $315K | Hold |
2,850
| – | – | 0.07% | 102 |
|
|
2018
Q3 | $319K | Buy |
2,850
+227
| +9% | +$25.4K | 0.08% | 97 |
|
|
2018
Q2 | $286K | Buy |
2,623
+108
| +4% | +$11.8K | 0.08% | 94 |
|
|
2018
Q1 | $275K | Sell |
2,515
-683
| -21% | -$74.7K | 0.07% | 103 |
|
|
2017
Q4 | $384K | Buy |
3,198
+1,145
| +56% | +$137K | 0.1% | 82 |
|
|
2017
Q3 | $229K | Hold |
2,053
| – | – | 0.06% | 91 |
|
|
2017
Q2 | $237K | Sell |
2,053
-69
| -3% | -$7.97K | 0.08% | 70 |
|
|
2017
Q1 | $237K | Buy |
2,122
+169
| +9% | +$18.9K | 0.08% | 71 |
|
|
2016
Q4 | $204K | Buy |
+1,953
| New | +$204K | 0.07% | 74 |
|