Cascade Investment Group’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,273
| Closed | -$223K | – | 143 |
|
|
2024
Q1 | $223K | Hold |
1,273
| – | – | 0.17% | 130 |
|
|
2023
Q4 | $216K | Buy |
1,273
+45
| +4% | +$7.64K | 0.17% | 127 |
|
|
2023
Q3 | $208K | Hold |
1,228
| – | – | 0.2% | 117 |
|
|
2023
Q2 | $227K | Hold |
1,228
| – | – | 0.21% | 109 |
|
|
2023
Q1 | $224K | Hold |
1,228
| – | – | 0.22% | 109 |
|
|
2022
Q4 | $222K | Buy |
+1,228
| New | +$222K | 0.23% | 108 |
|