Minot 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 | $3.23M | Sell |
19,381
-920
| -5% | -$153K | 0.83% | 36 |
|
|
2022
Q1 | $3.4M | Buy |
20,301
+1,568
| +8% | +$262K | 0.73% | 37 |
|
|
2021
Q4 | $3.25M | Sell |
18,733
-38
| -0.2% | -$6.6K | 0.63% | 49 |
|
|
2021
Q3 | $2.82M | Buy |
18,771
+2,166
| +13% | +$326K | 0.61% | 48 |
|
|
2021
Q2 | $2.54M | Buy |
16,605
+1,144
| +7% | +$175K | 0.55% | 51 |
|
|
2021
Q1 | $2.19M | Sell |
15,461
-8,789
| -36% | -$1.24M | 0.56% | 57 |
|
|
2020
Q4 | $3.6M | Buy |
24,250
+3,068
| +14% | +$455K | 1.07% | 33 |
|
|
2020
Q3 | $2.94M | Buy |
21,182
+6,049
| +40% | +$838K | 1.11% | 36 |
|
|
2020
Q2 | $2M | Buy |
15,133
+7,129
| +89% | +$943K | 1% | 42 |
|
|
2020
Q1 | $961K | Sell |
8,004
-438
| -5% | -$52.6K | 0.69% | 51 |
|
|
2019
Q4 | $1.21M | Buy |
+8,442
| New | +$1.21M | 0.55% | 56 |
|