Greenspring Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-1,568
| Closed | -$286K | – | 108 |
|
2023
Q1 | $286K | Buy |
1,568
+174
| +12% | +$31.7K | 0.06% | 101 |
|
2022
Q4 | $252K | Sell |
1,394
-185
| -12% | -$33.4K | 0.07% | 93 |
|
2022
Q3 | $257K | Sell |
1,579
-122
| -7% | -$19.9K | 0.08% | 87 |
|
2022
Q2 | $283K | Sell |
1,701
-144
| -8% | -$24K | 0.08% | 84 |
|
2022
Q1 | $309K | Hold |
1,845
| – | – | 0.08% | 79 |
|
2021
Q4 | $320K | Buy |
+1,845
| New | +$320K | 0.08% | 84 |
|