Milestone Investment Advisors’s PepsiCo PEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-3,338
Closed -$566K 349
2023
Q3
$566K Buy
+3,338
New +$566K 0.16% 59
2023
Q2
Sell
-3,486
Closed -$635K 345
2023
Q1
$635K Buy
+3,486
New +$635K 0.2% 47