Silicon Hills Wealth Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.2M | Hold |
6,500
| – | – | 0.68% | 31 |
|
|
2023
Q1 | $1.18M | Sell |
6,500
-6
| -0.1% | -$1.09K | 0.71% | 29 |
|
|
2022
Q4 | $1.18M | Sell |
6,506
-21
| -0.3% | -$3.79K | 0.87% | 29 |
|
|
2022
Q3 | $1.07M | Sell |
6,527
-555
| -8% | -$90.6K | 0.85% | 27 |
|
|
2022
Q2 | $1.18M | Buy |
7,082
+200
| +3% | +$33.3K | 0.86% | 28 |
|
|
2022
Q1 | $1.15M | Hold |
6,882
| – | – | 0.73% | 32 |
|
|
2021
Q4 | $1.2M | Sell |
6,882
-50
| -0.7% | -$8.69K | 0.74% | 35 |
|
|
2021
Q3 | $1.04M | Hold |
6,932
| – | – | 0.72% | 43 |
|
|
2021
Q2 | $1.03M | Hold |
6,932
| – | – | 0.8% | 41 |
|
|
2021
Q1 | $981K | Sell |
6,932
-100
| -1% | -$14.2K | 0.89% | 37 |
|
|
2020
Q4 | $1.04M | Sell |
7,032
-22
| -0.3% | -$3.26K | 0.94% | 30 |
|
|
2020
Q3 | $978K | Hold |
7,054
| – | – | 1.01% | 27 |
|
|
2020
Q2 | $933K | Hold |
7,054
| – | – | 1.12% | 26 |
|
|
2020
Q1 | $847K | Buy |
7,054
+7,043
| +64,027% | +$846K | 1.12% | 25 |
|
|
2019
Q4 | $964 | Buy |
+11
| New | +$964 | 0.74% | 34 |
|