Impact Partnership Wealth’s PepsiCo PEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-470
Closed -$82.3K 549
2024
Q1
$82.3K Hold
470
0.03% 275
2023
Q4
$79.8K Sell
470
-506
-52% -$85.9K 0.03% 278
2023
Q3
$165K Buy
976
+388
+66% +$65.7K 0.05% 210
2023
Q2
$109K Buy
+588
New +$109K 0.04% 177