BDO Wealth Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $604K | Buy |
3,259
+325
| +11% | +$60.2K | 0.07% | 161 |
|
|
2023
Q1 | $535K | Hold |
2,934
| – | – | 0.07% | 165 |
|
|
2022
Q4 | $530K | Buy |
2,934
+106
| +4% | +$19.2K | 0.07% | 172 |
|
|
2022
Q3 | $462K | Buy |
2,828
+50
| +2% | +$8.17K | 0.06% | 173 |
|
|
2022
Q2 | $463K | Hold |
2,778
| – | – | 0.06% | 182 |
|
|
2022
Q1 | $465K | Sell |
2,778
-221
| -7% | -$37K | 0.05% | 188 |
|
|
2021
Q4 | $521K | Sell |
2,999
-1,229
| -29% | -$214K | 0.06% | 182 |
|
|
2021
Q3 | $636K | Hold |
4,228
| – | – | 0.07% | 165 |
|
|
2021
Q2 | $626K | Buy |
4,228
+2
| +0% | +$296 | 0.07% | 168 |
|
|
2021
Q1 | $598K | Buy |
4,226
+821
| +24% | +$116K | 0.07% | 165 |
|
|
2020
Q4 | $505K | Buy |
3,405
+25
| +0.7% | +$3.71K | 0.07% | 146 |
|
|
2020
Q3 | $468K | Sell |
3,380
-172
| -5% | -$23.8K | 0.08% | 137 |
|
|
2020
Q2 | $470K | Hold |
3,552
| – | – | 0.08% | 130 |
|
|
2020
Q1 | $427K | Buy |
3,552
+878
| +33% | +$106K | 0.09% | 131 |
|
|
2019
Q4 | $365K | Sell |
2,674
-140
| -5% | -$19.1K | 0.09% | 129 |
|
|
2019
Q3 | $386K | Buy |
2,814
+175
| +7% | +$24K | 0.1% | 131 |
|
|
2019
Q2 | $346K | Buy |
2,639
+787
| +42% | +$103K | 0.09% | 133 |
|
|
2019
Q1 | $227K | Hold |
1,852
| – | – | 0.07% | 161 |
|
|
2018
Q4 | $205K | Sell |
1,852
-68
| -4% | -$7.53K | 0.07% | 146 |
|
|
2018
Q3 | $215K | Sell |
1,920
-133
| -6% | -$14.9K | 0.07% | 150 |
|
|
2018
Q2 | $224K | Buy |
2,053
+1,770
| +625% | +$193K | 0.08% | 148 |
|
|
2018
Q1 | $31K | Sell |
283
-278
| -50% | -$30.5K | 0.01% | 286 |
|
|
2017
Q4 | $67K | Sell |
561
-168
| -23% | -$20.1K | 0.03% | 188 |
|
|
2017
Q3 | $81K | Buy |
729
+72
| +11% | +$8K | 0.04% | 152 |
|
|
2017
Q2 | $76K | Buy |
+657
| New | +$76K | 0.03% | 194 |
|