Heron Financial Group’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $344K | Hold |
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|
2023
Q1 | $339K | Hold |
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|
2022
Q4 | $329K | Hold |
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|
2022
Q3 | $304K | Hold |
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|
2022
Q2 | $310K | Buy |
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|
2022
Q1 | $311K | Hold |
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|
2021
Q4 | $320K | Hold |
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|
2021
Q3 | $279K | Hold |
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|
2021
Q2 | $275K | Buy |
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|
2021
Q1 | $247K | Buy |
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|
2020
Q4 | $224K | Buy |
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|
2020
Q3 | $209K | Buy |
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