Milestone Advisory Partners’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $220K | Hold |
1,300
| – | – | 0.18% | 66 |
|
|
2023
Q2 | $241K | Hold |
1,300
| – | – | 0.22% | 59 |
|
|
2023
Q1 | $237K | Hold |
1,300
| – | – | 0.22% | 61 |
|
|
2022
Q4 | $235K | Sell |
1,300
-58
| -4% | -$10.5K | 0.17% | 64 |
|
|
2022
Q3 | $222K | Hold |
1,358
| – | – | 0.17% | 66 |
|
|
2022
Q2 | $230K | Hold |
1,358
| – | – | 0.19% | 63 |
|
|
2022
Q1 | $227K | Buy |
+1,358
| New | +$227K | 0.12% | 80 |
|
|
2020
Q3 | – | Sell |
-7,236
| Closed | -$1.21M | – | 56 |
|
|
2020
Q2 | $1.21M | Buy |
+7,236
| New | +$1.21M | 0.71% | 24 |
|