Lehman & Derafelo Financial Resources’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $502K | Buy |
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|
2022
Q3 | $432K | Sell |
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|
2022
Q2 | $588K | Buy |
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|
2022
Q1 | $579K | Buy |
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|
2021
Q4 | $410K | Buy |
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|
2021
Q3 | $347K | Sell |
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|
2021
Q2 | $401K | Buy |
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|
2021
Q1 | $380K | Hold |
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|
2020
Q4 | $398K | Hold |
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|
2020
Q3 | $372K | Hold |
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|
2020
Q2 | $355K | Sell |
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|
2020
Q1 | $338K | Buy |
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|
2019
Q4 | $377K | Sell |
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|
2019
Q3 | $381K | Buy |
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|
2019
Q2 | $362K | Buy |
|