Filbrandt Wealth Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $100K | Buy |
663
+18
| +3% | +$2.72K | 0.06% | 56 |
|
|
2021
Q2 | $96K | Sell |
645
-6
| -0.9% | -$893 | 0.05% | 59 |
|
|
2021
Q1 | $92K | Buy |
651
+26
| +4% | +$3.67K | 0.06% | 60 |
|
|
2020
Q4 | $93K | Hold |
625
| – | – | 0.06% | 57 |
|
|
2020
Q3 | $87K | Sell |
625
-193
| -24% | -$26.9K | 0.07% | 56 |
|
|
2020
Q2 | $108K | Buy |
818
+173
| +27% | +$22.8K | 0.09% | 64 |
|
|
2020
Q1 | $77K | Buy |
645
+20
| +3% | +$2.39K | 0.08% | 50 |
|
|
2019
Q4 | $85K | Buy |
+625
| New | +$85K | 0.08% | 55 |
|