Laurel Wealth Planning’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-117
| Closed | -$21.1K | – | 155 |
|
|
2022
Q4 | $21.1K | Hold |
117
| – | – | 0.01% | 130 |
|
|
2022
Q3 | $19K | Hold |
117
| – | – | 0.01% | 135 |
|
|
2022
Q2 | $19K | Hold |
117
| – | – | 0.01% | 139 |
|
|
2022
Q1 | $20K | Hold |
117
| – | – | 0.01% | 160 |
|
|
2021
Q4 | $20K | Hold |
117
| – | – | 0.02% | 116 |
|
|
2021
Q3 | $18K | Buy |
117
+62
| +113% | +$9.54K | 0.01% | 116 |
|
|
2021
Q2 | $8K | Hold |
55
| – | – | 0.01% | 101 |
|
|
2021
Q1 | $8K | Hold |
55
| – | – | 0.01% | 94 |
|
|
2020
Q4 | $8K | Buy |
+55
| New | +$8K | 0.01% | 87 |
|