KLR Investment Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $488K | Sell |
2,768
-396
| -13% | -$69.9K | 0.35% | 71 |
|
|
2023
Q4 | $541K | Buy |
3,164
+127
| +4% | +$21.7K | 0.39% | 63 |
|
|
2023
Q3 | $554K | Buy |
3,037
+52
| +2% | +$9.48K | 0.5% | 51 |
|
|
2023
Q2 | $553K | Sell |
2,985
-170
| -5% | -$31.5K | 0.46% | 57 |
|
|
2023
Q1 | $575K | Buy |
3,155
+121
| +4% | +$22.1K | 0.51% | 51 |
|
|
2022
Q4 | $551K | Buy |
+3,034
| New | +$551K | 0.45% | 59 |
|