Goodwin Investment Advisory’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-520
| Closed | -$93.9K | – | 177 |
|
|
2022
Q4 | $93.9K | Hold |
520
| – | – | 0.07% | 61 |
|
|
2022
Q3 | $85K | Buy |
520
+500
| +2,500% | +$81.7K | 0.06% | 64 |
|
|
2022
Q2 | $3.33K | Sell |
20
-530
| -96% | -$88.3K | ﹤0.01% | 134 |
|
|
2022
Q1 | $92K | Buy |
550
+530
| +2,650% | +$88.7K | 0.06% | 58 |
|
|
2021
Q4 | $3K | Hold |
20
| – | – | ﹤0.01% | 159 |
|
|
2021
Q3 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 127 |
|
|
2021
Q2 | – | Sell |
-323
| Closed | -$46K | – | 145 |
|
|
2021
Q1 | $46K | Buy |
323
+303
| +1,515% | +$43.2K | 0.05% | 77 |
|
|
2020
Q4 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 80 |
|