Landmark Financial Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $211K | Hold |
1,242
| – | – | 0.08% | 88 |
|
|
2023
Q3 | $210K | Hold |
1,242
| – | – | 0.09% | 88 |
|
|
2023
Q2 | $230K | Hold |
1,242
| – | – | 0.09% | 82 |
|
|
2023
Q1 | $226K | Sell |
1,242
-130
| -9% | -$23.7K | 0.1% | 81 |
|
|
2022
Q4 | $248K | Sell |
1,372
-16
| -1% | -$2.89K | 0.11% | 78 |
|
|
2022
Q3 | $227K | Buy |
1,388
+31
| +2% | +$5.07K | 0.12% | 74 |
|
|
2022
Q2 | $226K | Sell |
1,357
-113
| -8% | -$18.8K | 0.11% | 76 |
|
|
2022
Q1 | $255K | Sell |
1,470
-387
| -21% | -$67.1K | 0.12% | 76 |
|
|
2021
Q4 | $323K | Buy |
+1,857
| New | +$323K | 0.14% | 69 |
|
|
2020
Q1 | – | Sell |
-1,420
| Closed | -$204K | – | 71 |
|
|
2019
Q4 | $204K | Buy |
+1,420
| New | +$204K | 0.12% | 64 |
|