Financial Planners of Cleveland’s PepsiCo PEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,491
Closed -$250K 34
2022
Q1
$250K Sell
1,491
-1,598
-52% -$268K 0.11% 49
2021
Q4
$511K Buy
+3,089
New +$511K 0.21% 40