Madden Advisory Services’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 |
-1,295
| Closed | -$220K | – | 101 |
|
2024
Q3 | $220K | Buy |
1,295
+2
| +0.2% | +$340 | 0.1% | 96 |
|
2024
Q2 | $213K | Buy |
1,293
+5
| +0.4% | +$825 | 0.11% | 91 |
|
2024
Q1 | $225K | Sell |
1,288
-22
| -2% | -$3.85K | 0.12% | 89 |
|
2023
Q4 | $222K | Buy |
1,310
+2
| +0.2% | +$340 | 0.13% | 86 |
|
2023
Q3 | $222K | Buy |
1,308
+2
| +0.2% | +$339 | 0.14% | 78 |
|
2023
Q2 | $242K | Buy |
1,306
+2
| +0.2% | +$370 | 0.16% | 77 |
|
2023
Q1 | $238K | Buy |
1,304
+2
| +0.2% | +$365 | 0.17% | 76 |
|
2022
Q4 | $235K | Sell |
1,302
-30
| -2% | -$5.42K | 0.18% | 76 |
|
2022
Q3 | $218K | Buy |
+1,332
| New | +$218K | 0.17% | 76 |
|
2014
Q4 | – | Sell |
-322
| Closed | -$30K | – | 356 |
|
2014
Q3 | $30K | Buy |
322
+3
| +0.9% | +$280 | 0.02% | 192 |
|
2014
Q2 | $29K | Buy |
319
+2
| +0.6% | +$182 | 0.01% | 206 |
|
2014
Q1 | $27K | Buy |
317
+1
| +0.3% | +$85 | 0.01% | 195 |
|
2013
Q4 | $26K | Sell |
316
-2,797
| -90% | -$230K | 0.02% | 172 |
|
2013
Q3 | $248K | Buy |
3,113
+2
| +0.1% | +$159 | 0.22% | 64 |
|
2013
Q2 | $254K | Buy |
+3,111
| New | +$254K | 0.21% | 61 |
|