Barton Investment Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,120
| Closed | -$207K | – | 46 |
|
|
2023
Q2 | $207K | Hold |
1,120
| – | – | 0.03% | 44 |
|
|
2023
Q1 | $204K | Hold |
1,120
| – | – | 0.04% | 42 |
|
|
2022
Q4 | $202K | Buy |
+1,120
| New | +$202K | 0.04% | 43 |
|
|
2016
Q1 | – | Sell |
-1,120
| Closed | -$112K | – | 83 |
|
|
2015
Q4 | $112K | Buy |
+1,120
| New | +$112K | 0.04% | 56 |
|