Heritage Wealth Management (Arizona)’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $109K | Buy |
602
+375
| +165% | +$67.7K | 0.02% | 404 |
|
|
2022
Q3 | $37K | Buy |
227
+29
| +15% | +$4.73K | 0.01% | 443 |
|
|
2022
Q2 | $33K | Hold |
198
| – | – | 0.01% | 476 |
|
|
2022
Q1 | $33K | Buy |
+198
| New | +$33K | 0.01% | 525 |
|
|
2021
Q3 | $30K | Sell |
198
-78
| -28% | -$11.8K | 0.01% | 511 |
|
|
2021
Q2 | $41K | Sell |
276
-133
| -33% | -$19.8K | 0.02% | 483 |
|
|
2021
Q1 | $58K | Buy |
+409
| New | +$58K | 0.03% | 354 |
|