Rede Wealth’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,131
| Closed | -$395K | – | 90 |
|
|
2023
Q2 | $395K | Hold |
2,131
| – | – | 0.19% | 58 |
|
|
2023
Q1 | $388K | Hold |
2,131
| – | – | 0.2% | 63 |
|
|
2022
Q4 | $385K | Hold |
2,131
| – | – | 0.21% | 58 |
|
|
2022
Q3 | $348K | Hold |
2,131
| – | – | 0.21% | 63 |
|
|
2022
Q2 | $355K | Hold |
2,131
| – | – | 0.21% | 66 |
|
|
2022
Q1 | $357K | Hold |
2,131
| – | – | 0.17% | 72 |
|
|
2021
Q4 | $370K | Sell |
2,131
-200
| -9% | -$34.7K | 0.19% | 71 |
|
|
2021
Q3 | $351K | Buy |
2,331
+200
| +9% | +$30.1K | 0.19% | 77 |
|
|
2021
Q2 | $316K | Hold |
2,131
| – | – | 0.17% | 82 |
|
|
2021
Q1 | $301K | Hold |
2,131
| – | – | 0.17% | 82 |
|
|
2020
Q4 | $316K | Buy |
+2,131
| New | +$316K | 0.22% | 70 |
|