Life Planning Partners’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-203
| Closed | -$34.5K | – | 180 |
|
|
2023
Q4 | $34.5K | Buy |
+203
| New | +$34.5K | 0.03% | 116 |
|
|
2022
Q3 | $33.1K | Hold |
203
| – | – | 0.04% | 102 |
|
|
2022
Q2 | $34K | Hold |
203
| – | – | 0.04% | 103 |
|
|
2022
Q1 | $34K | Hold |
203
| – | – | 0.03% | 103 |
|
|
2021
Q4 | $35K | Buy |
+203
| New | +$35K | 0.04% | 100 |
|