Sonen Capital’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,194
| Closed | -$202K | – | 77 |
|
|
2023
Q3 | $202K | Hold |
1,194
| – | – | 0.4% | 73 |
|
|
2023
Q2 | $221K | Hold |
1,194
| – | – | 0.37% | 75 |
|
|
2023
Q1 | $218K | Buy |
+1,194
| New | +$218K | 0.37% | 88 |
|
|
2022
Q1 | – | Sell |
-1,163
| Closed | -$204K | – | 106 |
|
|
2021
Q4 | $204K | Buy |
+1,163
| New | +$204K | 0.2% | 103 |
|