RFS
Retirement Financial Solutions’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,195
| Closed | -$373K | – | 45 |
|
|
2023
Q4 | $373K | Buy |
+2,195
| New | +$373K | 0.21% | 37 |
|
|
2023
Q3 | – | Sell |
-2,190
| Closed | -$406K | – | 43 |
|
|
2023
Q2 | $406K | Buy |
2,190
+25
| +1% | +$4.63K | 0.28% | 25 |
|
|
2023
Q1 | $395K | Sell |
2,165
-349
| -14% | -$63.6K | 0.31% | 24 |
|
|
2022
Q4 | $454K | Buy |
+2,514
| New | +$454K | 0.39% | 21 |
|