Planning Capital Management Corporation’s PepsiCo PEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$372K Buy
2,186
+168
+8% +$28.6K 0.25% 60
2024
Q2
$333K Buy
2,018
+2
+0.1% +$330 0.24% 66
2024
Q1
$353K Sell
2,016
-345
-15% -$60.4K 0.26% 55
2023
Q4
$401K Buy
+2,361
New +$401K 0.31% 50