Peterson Financial Group’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $88.4K | Buy |
+520
| New | +$88.4K | 0.34% | 59 |
|
|
2023
Q1 | – | Sell |
-7,201
| Closed | -$1.3M | – | 59 |
|
|
2022
Q4 | $1.3M | Sell |
7,201
-4,032
| -36% | -$729K | 1.72% | 19 |
|
|
2022
Q3 | $1.83M | Buy |
11,233
+221
| +2% | +$36.1K | 1.78% | 15 |
|
|
2022
Q2 | $1.84M | Buy |
11,012
+595
| +6% | +$99.2K | 1.73% | 15 |
|
|
2022
Q1 | $1.74M | Buy |
10,417
+529
| +5% | +$88.5K | 1.44% | 26 |
|
|
2021
Q4 | $1.72M | Buy |
+9,888
| New | +$1.72M | 1.4% | 27 |
|