Halpern Financial’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $21.5K | Hold |
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|
2024
Q2 | $20.9K | Hold |
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|
2024
Q1 | $21.5K | Hold |
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|
2023
Q4 | $22K | Hold |
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|
2023
Q3 | $21.5K | Buy |
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|
2023
Q2 | $5.56K | Buy |
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|
2022
Q2 | – | Hold |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $43.4K | Sell |
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|
2021
Q3 | $38.1K | Buy |
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|
2021
Q2 | $7.41K | Buy |
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