Conservest Capital Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,205
| Closed | -$211K | – | 118 |
|
2024
Q3 | $211K | Hold |
1,205
| – | – | 0.02% | 104 |
|
2024
Q2 | $211K | Hold |
1,205
| – | – | 0.02% | 103 |
|
2024
Q1 | $211K | Hold |
1,205
| – | – | 0.02% | 104 |
|
2023
Q4 | $205K | Hold |
1,205
| – | – | 0.02% | 104 |
|
2023
Q3 | $204K | Sell |
1,205
-54
| -4% | -$9.15K | 0.02% | 97 |
|
2023
Q2 | $233K | Buy |
+1,259
| New | +$233K | 0.03% | 89 |
|