PS
Planned Solutions’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-649
| Closed | -$110K | – | 479 |
|
|
2024
Q3 | $110K | Buy |
+649
| New | +$110K | 0.04% | 188 |
|
|
2024
Q1 | – | Sell |
-649
| Closed | -$110K | – | 415 |
|
|
2023
Q4 | $110K | Buy |
+649
| New | +$110K | 0.05% | 168 |
|
|
2021
Q1 | – | Sell |
-550
| Closed | -$82K | – | 304 |
|
|
2020
Q4 | $82K | Hold |
550
| – | – | 0.07% | 128 |
|
|
2020
Q3 | $76K | Buy |
+550
| New | +$76K | 0.07% | 103 |
|