DBK Financial Counsel’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 |
-1,400
| Closed | -$231K | – | 50 |
|
|
2024
Q2 | $231K | Hold |
1,400
| – | – | 0.25% | 47 |
|
|
2024
Q1 | $245K | Sell |
1,400
-40
| -3% | -$7K | 0.26% | 46 |
|
|
2023
Q4 | $245K | Sell |
1,440
-81
| -5% | -$13.8K | 0.28% | 43 |
|
|
2023
Q3 | $258K | Buy |
1,521
+44
| +3% | +$7.45K | 0.34% | 37 |
|
|
2023
Q2 | $274K | Buy |
1,477
+77
| +6% | +$14.3K | 0.37% | 36 |
|
|
2023
Q1 | $255K | Sell |
1,400
-100
| -7% | -$18.2K | 0.35% | 37 |
|
|
2022
Q4 | $271K | Buy |
+1,500
| New | +$271K | 0.43% | 37 |
|