Householder Group Estate & Retirement Specialist’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $546K | Sell |
3,594
-7,601
| -68% | -$1.15M | 0.41% | 40 |
|
|
2024
Q3 | $1.9M | Sell |
11,195
-595
| -5% | -$101K | 0.55% | 34 |
|
|
2024
Q2 | $1.94M | Sell |
11,790
-192
| -2% | -$31.7K | 0.55% | 34 |
|
|
2024
Q1 | $2.1M | Sell |
11,982
-335
| -3% | -$58.6K | 0.62% | 33 |
|
|
2023
Q4 | $2.09M | Buy |
12,317
+3,159
| +34% | +$536K | 0.69% | 30 |
|
|
2023
Q3 | $1.55M | Buy |
+9,158
| New | +$1.55M | 0.56% | 37 |
|
|
2023
Q1 | $1.69M | Buy |
+9,242
| New | +$1.69M | 0.65% | 28 |
|
|
2022
Q4 | – | Sell |
-9,515
| Closed | -$1.55M | – | 873 |
|
|
2022
Q3 | $1.55M | Sell |
9,515
-234
| -2% | -$38.2K | 0.64% | 31 |
|
|
2022
Q2 | $1.63M | Sell |
9,749
-146
| -1% | -$24.3K | 0.73% | 32 |
|
|
2022
Q1 | $1.66M | Buy |
9,895
+56
| +0.6% | +$9.37K | 0.67% | 37 |
|
|
2021
Q4 | $1.71M | Buy |
+9,839
| New | +$1.71M | 0.64% | 36 |
|