Lehman & Derafelo Financial Resources’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $502K | Buy |
2,778
+131
| +5% | +$23.7K | 0.15% | 64 |
|
|
2022
Q3 | $432K | Sell |
2,647
-882
| -25% | -$144K | 0.14% | 60 |
|
|
2022
Q2 | $588K | Buy |
3,529
+70
| +2% | +$11.7K | 0.18% | 54 |
|
|
2022
Q1 | $579K | Buy |
3,459
+1,101
| +47% | +$184K | 0.16% | 57 |
|
|
2021
Q4 | $410K | Buy |
2,358
+50
| +2% | +$8.69K | 0.12% | 66 |
|
|
2021
Q3 | $347K | Sell |
2,308
-400
| -15% | -$60.1K | 0.11% | 73 |
|
|
2021
Q2 | $401K | Buy |
2,708
+25
| +0.9% | +$3.7K | 0.11% | 77 |
|
|
2021
Q1 | $380K | Hold |
2,683
| – | – | 0.11% | 79 |
|
|
2020
Q4 | $398K | Hold |
2,683
| – | – | 0.12% | 74 |
|
|
2020
Q3 | $372K | Hold |
2,683
| – | – | 0.12% | 65 |
|
|
2020
Q2 | $355K | Sell |
2,683
-129
| -5% | -$17.1K | 0.12% | 65 |
|
|
2020
Q1 | $338K | Buy |
2,812
+50
| +2% | +$6.01K | 0.14% | 65 |
|
|
2019
Q4 | $377K | Sell |
2,762
-14
| -0.5% | -$1.91K | 0.14% | 70 |
|
|
2019
Q3 | $381K | Buy |
2,776
+51
| +2% | +$7K | 0.15% | 67 |
|
|
2019
Q2 | $362K | Buy |
+2,725
| New | +$362K | 0.15% | 65 |
|