Baron Wealth Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,577
| Closed | -$268K | – | 215 |
|
|
2024
Q3 | $268K | Sell |
1,577
-49
| -3% | -$8.33K | 0.13% | 138 |
|
|
2024
Q2 | $268K | Buy |
1,626
+2
| +0.1% | +$330 | 0.14% | 128 |
|
|
2024
Q1 | $284K | Buy |
1,624
+121
| +8% | +$21.2K | 0.15% | 128 |
|
|
2023
Q4 | $255K | Buy |
1,503
+89
| +6% | +$15.1K | 0.14% | 133 |
|
|
2023
Q3 | $240K | Buy |
1,414
+43
| +3% | +$7.28K | 0.15% | 116 |
|
|
2023
Q2 | $254K | Sell |
1,371
-52
| -4% | -$9.63K | 0.16% | 110 |
|
|
2023
Q1 | $259K | Buy |
1,423
+30
| +2% | +$5.47K | 0.18% | 100 |
|
|
2022
Q4 | $252K | Buy |
+1,393
| New | +$252K | 0.19% | 99 |
|