Sanford Advisory Services’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $640K | Buy |
3,541
+15
| +0.4% | +$2.71K | 0.15% | 69 |
|
2022
Q3 | $576K | Buy |
3,526
+142
| +4% | +$23.2K | 0.16% | 61 |
|
2022
Q2 | $564K | Buy |
3,384
+444
| +15% | +$74K | 0.16% | 58 |
|
2022
Q1 | $492K | Hold |
2,940
| – | – | 0.13% | 64 |
|
2021
Q4 | $511K | Hold |
2,940
| – | – | 0.12% | 65 |
|
2021
Q3 | $442K | Hold |
2,940
| – | – | 0.11% | 68 |
|
2021
Q2 | $436K | Hold |
2,940
| – | – | 0.11% | 70 |
|
2021
Q1 | $416K | Hold |
2,940
| – | – | 0.12% | 69 |
|
2020
Q4 | $436K | Buy |
+2,940
| New | +$436K | 0.14% | 60 |
|