SIA
Sage Investment Advisers’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $222K | Buy |
1,307
+22
| +2% | +$3.74K | 0.23% | 66 |
|
|
2024
Q2 | $212K | Buy |
1,285
+3
| +0.2% | +$495 | 0.24% | 63 |
|
|
2024
Q1 | $224K | Buy |
1,282
+1
| +0.1% | +$175 | 0.26% | 60 |
|
|
2023
Q4 | $218K | Buy |
1,281
+19
| +2% | +$3.23K | 0.26% | 60 |
|
|
2023
Q3 | $214K | Hold |
1,262
| – | – | 0.29% | 54 |
|
|
2023
Q2 | $234K | Sell |
1,262
-200
| -14% | -$37K | 0.31% | 53 |
|
|
2023
Q1 | $266K | Buy |
1,462
+2
| +0.1% | +$365 | 0.36% | 48 |
|
|
2022
Q4 | $264K | Hold |
1,460
| – | – | 0.38% | 51 |
|
|
2022
Q3 | $238K | Buy |
1,460
+2
| +0.1% | +$326 | 0.38% | 54 |
|
|
2022
Q2 | $243K | Sell |
1,458
-64
| -4% | -$10.7K | 0.38% | 55 |
|
|
2022
Q1 | $255K | Buy |
1,522
+1
| +0.1% | +$168 | 0.34% | 58 |
|
|
2021
Q4 | $264K | Buy |
+1,521
| New | +$264K | 0.34% | 59 |
|