Cook Wealth’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 |
-1,154
| Closed | -$202K | – | 59 |
|
|
2024
Q1 | $202K | Buy |
+1,154
| New | +$202K | 0.12% | 54 |
|
|
2023
Q4 | – | Sell |
-1,344
| Closed | -$217K | – | 60 |
|
|
2023
Q3 | $217K | Hold |
1,344
| – | – | 0.17% | 48 |
|
|
2023
Q2 | $253K | Buy |
1,344
+88
| +7% | +$16.6K | 0.2% | 32 |
|
|
2023
Q1 | $238K | Buy |
+1,256
| New | +$238K | 0.2% | 38 |
|