Legacy Capital Wealth Partners’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,046
| Closed | -$348K | – | 382 |
|
|
2024
Q3 | $348K | Buy |
2,046
+6
| +0.3% | +$1.02K | 0.07% | 254 |
|
|
2024
Q2 | $336K | Sell |
2,040
-359
| -15% | -$59.2K | 0.09% | 221 |
|
|
2024
Q1 | $445K | Buy |
2,399
+980
| +69% | +$182K | 0.32% | 73 |
|
|
2023
Q4 | $241K | Buy |
1,419
+122
| +9% | +$20.7K | 0.07% | 249 |
|
|
2023
Q3 | $220K | Buy |
+1,297
| New | +$220K | 0.06% | 259 |
|