Delap Wealth Advisory’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 |
-2,462
| Closed | -$431K | – | 246 |
|
|
2024
Q1 | $431K | Buy |
2,462
+904
| +58% | +$158K | 0.17% | 94 |
|
|
2023
Q4 | $265K | Buy |
+1,558
| New | +$265K | 0.12% | 75 |
|
|
2023
Q2 | – | Sell |
-1,650
| Closed | -$301K | – | 58 |
|
|
2023
Q1 | $301K | Sell |
1,650
-998
| -38% | -$182K | 0.31% | 38 |
|
|
2022
Q4 | $478K | Buy |
+2,648
| New | +$478K | 0.5% | 34 |
|