Loveless Wealth Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $604K | Buy |
3,622
+35
| +1% | +$5.84K | 0.4% | 78 |
|
|
2022
Q1 | $600K | Sell |
3,587
-90
| -2% | -$15.1K | 0.34% | 84 |
|
|
2021
Q4 | $639K | Buy |
3,677
+395
| +12% | +$68.6K | 0.35% | 84 |
|
|
2021
Q3 | $494K | Buy |
3,282
+195
| +6% | +$29.4K | 0.3% | 94 |
|
|
2021
Q2 | $457K | Buy |
3,087
+540
| +21% | +$79.9K | 0.28% | 99 |
|
|
2021
Q1 | $360K | Buy |
2,547
+270
| +12% | +$38.2K | 0.24% | 101 |
|
|
2020
Q4 | $338K | Buy |
2,277
+115
| +5% | +$17.1K | 0.25% | 97 |
|
|
2020
Q3 | $300K | Buy |
2,162
+235
| +12% | +$32.6K | 0.25% | 92 |
|
|
2020
Q2 | $255K | Buy |
+1,927
| New | +$255K | 0.24% | 94 |
|