Guild Investment Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,900
| Closed | -$323K | – | 48 |
|
|
2024
Q3 | $323K | Hold |
1,900
| – | – | 0.36% | 36 |
|
|
2024
Q2 | $313K | Sell |
1,900
-100
| -5% | -$16.5K | 0.36% | 41 |
|
|
2024
Q1 | $353K | Hold |
2,000
| – | – | 0.45% | 37 |
|
|
2023
Q4 | $342K | Hold |
2,000
| – | – | 0.54% | 39 |
|
|
2023
Q3 | $339K | Hold |
2,000
| – | – | 0.57% | 43 |
|
|
2023
Q2 | $370K | Hold |
2,000
| – | – | 0.52% | 45 |
|
|
2023
Q1 | $365K | Sell |
2,000
-6
| -0.3% | -$1.09K | 0.56% | 43 |
|
|
2022
Q4 | $365K | Hold |
2,006
| – | – | 0.62% | 40 |
|
|
2022
Q3 | $328K | Buy |
+2,006
| New | +$328K | 0.56% | 43 |
|