Cascadia Advisory Services’s PepsiCo PEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$2.75M Buy
18,268
+798
+5% +$120K 0.56% 60
2021
Q2
$2.59M Buy
17,470
+1,371
+9% +$203K 0.56% 55
2021
Q1
$2.28M Buy
+16,099
New +$2.28M 0.5% 64
2020
Q3
$1.65M Buy
+11,893
New +$1.65M 0.46% 57