Droms Strauss Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,264
| Closed | -$215K | – | 68 |
|
|
2023
Q4 | $215K | Buy |
1,264
+1
| +0.1% | +$170 | 0.08% | 64 |
|
|
2023
Q3 | $214K | Hold |
1,263
| – | – | 0.09% | 60 |
|
|
2023
Q2 | $236K | Buy |
1,263
+2
| +0.2% | +$374 | 0.1% | 58 |
|
|
2023
Q1 | $230K | Buy |
1,261
+1
| +0.1% | +$182 | 0.1% | 60 |
|
|
2022
Q4 | $228K | Buy |
1,260
+1
| +0.1% | +$181 | 0.1% | 59 |
|
|
2022
Q3 | $205K | Buy |
+1,259
| New | +$205K | 0.1% | 57 |
|