Inspire Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,192
| Closed | -$203K | – | 449 |
|
|
2024
Q3 | $203K | Buy |
+1,192
| New | +$203K | 0.02% | 385 |
|
|
2024
Q2 | – | Sell |
-1,206
| Closed | -$211K | – | 447 |
|
|
2024
Q1 | $211K | Sell |
1,206
-318
| -21% | -$55.7K | 0.03% | 316 |
|
|
2023
Q4 | $259K | Buy |
+1,524
| New | +$259K | 0.04% | 254 |
|
|
2021
Q1 | – | Sell |
-208
| Closed | -$31K | – | 541 |
|
|
2020
Q4 | $31K | Buy |
+208
| New | +$31K | 0.01% | 289 |
|