Bordeaux Wealth Advisors’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 |
-1,245
| Closed | -$212K | – | 169 |
|
|
2024
Q3 | $212K | Buy |
+1,245
| New | +$212K | 0.04% | 153 |
|
|
2023
Q3 | – | Sell |
-1,248
| Closed | -$231K | – | 99 |
|
|
2023
Q2 | $231K | Buy |
+1,248
| New | +$231K | 0.09% | 91 |
|
|
2022
Q4 | – | Sell |
-1,345
| Closed | -$220K | – | 86 |
|
|
2022
Q3 | $220K | Buy |
+1,345
| New | +$220K | 0.14% | 78 |
|