Dechtman Wealth Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $730K | Sell |
4,803
-145
| -3% | -$22K | 0.14% | 26 |
|
|
2024
Q3 | $841K | Buy |
4,948
+11
| +0.2% | +$1.87K | 0.17% | 25 |
|
|
2024
Q2 | $814K | Sell |
4,937
-515
| -9% | -$84.9K | 0.18% | 23 |
|
|
2024
Q1 | $954K | Buy |
5,452
+14
| +0.3% | +$2.45K | 0.22% | 23 |
|
|
2023
Q4 | $923K | Buy |
5,438
+14
| +0.3% | +$2.38K | 0.24% | 18 |
|
|
2023
Q3 | $919K | Buy |
5,424
+13
| +0.2% | +$2.2K | 0.27% | 18 |
|
|
2023
Q2 | $1M | Buy |
+5,411
| New | +$1M | 0.3% | 15 |
|