GIM
Generate Investment Management’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-22,700
| Closed | -$3.74M | – | 82 |
|
|
2024
Q2 | $3.74M | Sell |
22,700
-17,111
| -43% | -$2.82M | 0.22% | 70 |
|
|
2024
Q1 | $6.97M | Sell |
39,811
-30,087
| -43% | -$5.27M | 0.51% | 61 |
|
|
2023
Q4 | $11.9M | Buy |
+69,898
| New | +$11.9M | 1.03% | 39 |
|