Channel Wealth’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,214
| Closed | -$200K | – | 174 |
|
|
2024
Q2 | $200K | Sell |
1,214
-486
| -29% | -$80.2K | 0.07% | 158 |
|
|
2024
Q1 | $298K | Sell |
1,700
-794
| -32% | -$139K | 0.12% | 133 |
|
|
2023
Q4 | $424K | Buy |
2,494
+494
| +25% | +$83.9K | 0.2% | 96 |
|
|
2023
Q3 | $339K | Sell |
2,000
-58
| -3% | -$9.83K | 0.19% | 107 |
|
|
2023
Q2 | $381K | Buy |
2,058
+53
| +3% | +$9.82K | 0.22% | 114 |
|
|
2023
Q1 | $366K | Buy |
+2,005
| New | +$366K | 0.24% | 113 |
|