FirstPurpose Wealth’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $466K | Buy |
2,760
+779
| +39% | +$132K | 0.17% | 104 |
|
|
2023
Q4 | $336K | Buy |
1,981
+84
| +4% | +$14.3K | 0.13% | 144 |
|
|
2023
Q3 | $321K | Buy |
1,897
+21
| +1% | +$3.56K | 0.14% | 122 |
|
|
2023
Q2 | $347K | Buy |
1,876
+67
| +4% | +$12.4K | 0.15% | 117 |
|
|
2023
Q1 | $330K | Buy |
1,809
+116
| +7% | +$21.1K | 0.16% | 111 |
|
|
2022
Q4 | $306K | Buy |
1,693
+88
| +5% | +$15.9K | 0.17% | 115 |
|
|
2022
Q3 | $262K | Sell |
1,605
-88
| -5% | -$14.4K | 0.17% | 108 |
|
|
2022
Q2 | $282K | Buy |
1,693
+164
| +11% | +$27.3K | 0.19% | 97 |
|
|
2022
Q1 | $256K | Sell |
1,529
-16
| -1% | -$2.68K | 0.2% | 109 |
|
|
2021
Q4 | $268K | Buy |
+1,545
| New | +$268K | 0.17% | 107 |
|