IRON Financial’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,317
| Closed | -$733K | – | 111 |
|
|
2023
Q4 | $733K | Sell |
4,317
-174
| -4% | -$29.6K | 0.42% | 44 |
|
|
2023
Q3 | $761K | Sell |
4,491
-439
| -9% | -$74.4K | 0.44% | 39 |
|
|
2023
Q2 | $913K | Sell |
4,930
-90
| -2% | -$16.7K | 0.49% | 38 |
|
|
2023
Q1 | $915K | Sell |
5,020
-242
| -5% | -$44.1K | 0.5% | 39 |
|
|
2022
Q4 | $951K | Sell |
5,262
-56
| -1% | -$10.1K | 0.55% | 41 |
|
|
2022
Q3 | $868K | Buy |
5,318
+620
| +13% | +$101K | 0.48% | 38 |
|
|
2022
Q2 | $783K | Buy |
4,698
+174
| +4% | +$29K | 0.41% | 41 |
|
|
2022
Q1 | $757K | Buy |
+4,524
| New | +$757K | 0.35% | 43 |
|