Ledge Wealth Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.5M | Buy |
14,736
+193
| +1% | +$32.8K | 0.97% | 29 |
|
|
2023
Q3 | $2.46M | Buy |
14,543
+1,402
| +11% | +$238K | 1.11% | 25 |
|
|
2023
Q2 | $2.43M | Sell |
13,141
-1,400
| -10% | -$259K | 1.16% | 23 |
|
|
2023
Q1 | $2.65M | Buy |
14,541
+1,141
| +9% | +$208K | 1.26% | 21 |
|
|
2022
Q4 | $2.42M | Buy |
13,400
+1,363
| +11% | +$246K | 1.1% | 24 |
|
|
2022
Q3 | $1.97M | Sell |
12,037
-1,530
| -11% | -$250K | 1.2% | 21 |
|
|
2022
Q2 | $2.26M | Buy |
13,567
+1,975
| +17% | +$329K | 1.39% | 21 |
|
|
2022
Q1 | $1.94M | Buy |
+11,592
| New | +$1.94M | 1.21% | 24 |
|