Beam Wealth Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,456
| Closed | -$369K | – | 128 |
|
|
2021
Q3 | $369K | Buy |
2,456
+87
| +4% | +$13.1K | 0.32% | 92 |
|
|
2021
Q2 | $351K | Buy |
2,369
+78
| +3% | +$11.6K | 0.3% | 91 |
|
|
2021
Q1 | $324K | Buy |
2,291
+175
| +8% | +$24.7K | 0.29% | 91 |
|
|
2020
Q4 | $314K | Sell |
2,116
-460
| -18% | -$68.3K | 0.3% | 85 |
|
|
2020
Q3 | $357K | Buy |
2,576
+571
| +28% | +$79.1K | 0.33% | 89 |
|
|
2020
Q2 | $267K | Buy |
2,005
+309
| +18% | +$41.1K | 0.27% | 102 |
|
|
2020
Q1 | $204K | Buy |
1,696
+1
| +0.1% | +$120 | 0.2% | 130 |
|
|
2019
Q4 | $232K | Buy |
+1,695
| New | +$232K | 0.22% | 132 |
|