Mosley Wealth Management’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 |
-2,989
| Closed | -$523K | – | 121 |
|
|
2024
Q3 | $523K | Buy |
2,989
+385
| +15% | +$67.4K | 0.36% | 65 |
|
|
2024
Q2 | $429K | Buy |
2,604
+273
| +12% | +$45K | 0.37% | 63 |
|
|
2024
Q1 | $408K | Sell |
2,331
-31
| -1% | -$5.43K | 0.38% | 63 |
|
|
2023
Q4 | $401K | Buy |
+2,362
| New | +$401K | 0.4% | 59 |
|