Hoover Financial Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | $273K | Hold |
1,842
| – | – | 0.05% | 106 |
|
2021
Q1 | $268K | Sell |
1,842
-166
| -8% | -$24.2K | 0.05% | 99 |
|
2020
Q4 | $285K | Buy |
2,008
+194
| +11% | +$27.5K | 0.07% | 81 |
|
2020
Q3 | $251K | Buy |
1,814
+85
| +5% | +$11.8K | 0.08% | 85 |
|
2020
Q2 | $229K | Sell |
1,729
-15
| -0.9% | -$1.99K | 0.09% | 83 |
|
2020
Q1 | $209K | Buy |
1,744
+15
| +0.9% | +$1.8K | 0.12% | 77 |
|
2019
Q4 | $236K | Buy |
+1,729
| New | +$236K | 0.12% | 77 |
|