Baron Financial Group’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-335
| Closed | -$55.9K | – | 153 |
|
|
2022
Q2 | $55.9K | Hold |
335
| – | – | 0.04% | 79 |
|
|
2022
Q1 | $56.1K | Hold |
335
| – | – | 0.03% | 84 |
|
|
2021
Q4 | $58.2K | Hold |
335
| – | – | 0.03% | 84 |
|
|
2021
Q3 | $50.4K | Hold |
335
| – | – | 0.03% | 87 |
|
|
2021
Q2 | $49.7K | Sell |
335
-50
| -13% | -$7.41K | 0.03% | 89 |
|
|
2021
Q1 | $54.5K | Buy |
385
+135
| +54% | +$19.1K | 0.04% | 87 |
|
|
2020
Q4 | $37.1K | Hold |
250
| – | – | 0.03% | 102 |
|
|
2020
Q3 | $34.7K | Buy |
+250
| New | +$34.7K | 0.03% | 103 |
|