BFA
BMS Financial Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $406K | Sell |
2,194
-954
| -30% | -$177K | 0.27% | 67 |
|
|
2023
Q1 | $574K | Sell |
3,148
-180
| -5% | -$32.8K | 0.4% | 54 |
|
|
2022
Q4 | $601K | Buy |
3,328
+179
| +6% | +$32.3K | 0.4% | 44 |
|
|
2022
Q3 | $514K | Sell |
3,149
-86
| -3% | -$14K | 0.36% | 57 |
|
|
2022
Q2 | $539K | Buy |
3,235
+134
| +4% | +$22.3K | 0.35% | 52 |
|
|
2022
Q1 | $519K | Buy |
3,101
+174
| +6% | +$29.1K | 0.33% | 63 |
|
|
2021
Q4 | $508K | Buy |
+2,927
| New | +$508K | 0.32% | 63 |
|