Clear Perspectives Financial Planning’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $135K | Hold |
738
| – | – | 0.08% | 48 |
|
|
2022
Q4 | $133K | Sell |
738
-8
| -1% | -$1.45K | 0.07% | 52 |
|
|
2022
Q3 | $122K | Buy |
746
+8
| +1% | +$1.31K | 0.06% | 55 |
|
|
2022
Q2 | $123K | Hold |
738
| – | – | 0.05% | 62 |
|
|
2022
Q1 | $124K | Hold |
738
| – | – | 0.05% | 64 |
|
|
2021
Q4 | $128K | Buy |
738
+30
| +4% | +$5.2K | 0.05% | 72 |
|
|
2021
Q3 | $106K | Hold |
708
| – | – | 0.05% | 73 |
|
|
2021
Q2 | $105K | Hold |
708
| – | – | 0.05% | 72 |
|
|
2021
Q1 | $100K | Hold |
708
| – | – | 0.06% | 65 |
|
|
2020
Q4 | $105K | Buy |
+708
| New | +$105K | 0.07% | 65 |
|