Caliber Wealth Management (Utah)’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.39M | Buy |
13,680
+788
| +6% | +$138K | 1.27% | 35 |
|
|
2023
Q4 | $2.19M | Buy |
12,892
+491
| +4% | +$83.4K | 1.29% | 34 |
|
|
2023
Q3 | $2.1M | Buy |
12,401
+1,309
| +12% | +$222K | 1.41% | 30 |
|
|
2023
Q2 | $2.05M | Buy |
11,092
+293
| +3% | +$54.3K | 1.38% | 33 |
|
|
2023
Q1 | $1.97M | Buy |
10,799
+199
| +2% | +$36.3K | 1.47% | 28 |
|
|
2022
Q4 | $1.91M | Sell |
10,600
-303
| -3% | -$54.7K | 1.46% | 22 |
|
|
2022
Q3 | $1.78M | Buy |
10,903
+226
| +2% | +$36.9K | 1.41% | 30 |
|
|
2022
Q2 | $1.78M | Buy |
+10,677
| New | +$1.78M | 1.38% | 31 |
|