Freedman Financial Associates’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 |
-1,515
| Closed | -$256K | – | 318 |
|
|
2022
Q1 | $256K | Buy |
1,515
+4
| +0.3% | +$676 | 0.18% | 63 |
|
|
2021
Q4 | $263K | Hold |
1,511
| – | – | 0.18% | 58 |
|
|
2021
Q3 | $227K | Buy |
1,511
+2
| +0.1% | +$300 | 0.17% | 64 |
|
|
2021
Q2 | $224K | Buy |
1,509
+52
| +4% | +$7.72K | 0.17% | 59 |
|
|
2021
Q1 | $206K | Buy |
1,457
+3
| +0.2% | +$424 | 0.17% | 58 |
|
|
2020
Q4 | $216K | Buy |
+1,454
| New | +$216K | 0.19% | 53 |
|