GYL Financial Synergies’s PepsiCo PEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$6.52M Sell
38,318
-7,083
-16% -$1.2M 0.49% 51
2024
Q2
$7.49M Sell
45,401
-228
-0.5% -$37.6K 0.58% 44
2024
Q1
$7.99M Sell
45,629
-1,373
-3% -$240K 0.63% 40
2023
Q4
$7.98M Sell
47,002
-783
-2% -$133K 0.66% 39
2023
Q3
$8.1M Buy
47,785
+152
+0.3% +$25.8K 0.79% 32
2023
Q2
$8.82M Buy
47,633
+28,158
+145% +$5.22M 0.8% 32
2023
Q1
$3.55M Buy
19,475
+11,345
+140% +$2.07M 0.43% 57
2022
Q4
$1.47M Buy
8,130
+3,333
+69% +$602K 0.32% 49
2022
Q3
$783K Sell
4,797
-82
-2% -$13.4K 0.21% 67
2022
Q2
$813K Sell
4,879
-84
-2% -$14K 0.22% 62
2022
Q1
$831K Sell
4,963
-28,230
-85% -$4.73M 0.2% 69
2021
Q4
$5.77M Buy
33,193
+1,063
+3% +$185K 1.56% 13
2021
Q3
$4.83M Sell
32,130
-118
-0.4% -$17.8K 2.47% 7
2021
Q2
$4.78M Sell
32,248
-172
-0.5% -$25.5K 2.47% 7
2021
Q1
$4.59M Sell
32,420
-475
-1% -$67.2K 2.52% 7
2020
Q4
$4.88M Sell
32,895
-442
-1% -$65.5K 2.81% 5
2020
Q3
$4.62M Buy
33,337
+850
+3% +$118K 3.03% 5
2020
Q2
$4.3M Buy
32,487
+6
+0% +$794 3.11% 5
2020
Q1
$3.9M Sell
32,481
-871
-3% -$105K 2.49% 9
2019
Q4
$4.56M Sell
33,352
-135
-0.4% -$18.5K 2.02% 9
2019
Q3
$4.59M Buy
33,487
+1,343
+4% +$184K 2.28% 9
2019
Q2
$4.22M Sell
32,144
-172
-0.5% -$22.6K 2.23% 9
2019
Q1
$3.96M Buy
32,316
+32
+0.1% +$3.92K 2.23% 9
2018
Q4
$3.57M Buy
+32,284
New +$3.57M 2.59% 6