SFA
Source Financial Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $329K | Sell |
1,935
-124
| -6% | -$21.1K | 0.1% | 91 |
|
|
2024
Q2 | $340K | Buy |
2,059
+87
| +4% | +$14.3K | 0.1% | 86 |
|
|
2024
Q1 | $345K | Sell |
1,972
-327
| -14% | -$57.2K | 0.1% | 88 |
|
|
2023
Q4 | $390K | Sell |
2,299
-490
| -18% | -$83.2K | 0.12% | 89 |
|
|
2023
Q3 | $473K | Buy |
2,789
+51
| +2% | +$8.64K | 0.16% | 78 |
|
|
2023
Q2 | $507K | Buy |
2,738
+179
| +7% | +$33.2K | 0.17% | 81 |
|
|
2023
Q1 | $467K | Buy |
2,559
+429
| +20% | +$78.2K | 0.16% | 78 |
|
|
2022
Q4 | $385K | Buy |
2,130
+497
| +30% | +$89.8K | 0.14% | 85 |
|
|
2022
Q3 | $266K | Sell |
1,633
-39
| -2% | -$6.35K | 0.11% | 95 |
|
|
2022
Q2 | $278K | Buy |
1,672
+185
| +12% | +$30.8K | 0.11% | 100 |
|
|
2022
Q1 | $249K | Buy |
1,487
+42
| +3% | +$7.03K | 0.07% | 102 |
|
|
2021
Q4 | $251K | Sell |
1,445
-387
| -21% | -$67.2K | 0.07% | 99 |
|
|
2021
Q3 | $275K | Buy |
1,832
+4
| +0.2% | +$600 | 0.07% | 93 |
|
|
2021
Q2 | $271K | Buy |
1,828
+4
| +0.2% | +$593 | 0.07% | 95 |
|
|
2021
Q1 | $258K | Buy |
1,824
+146
| +9% | +$20.7K | 0.07% | 98 |
|
|
2020
Q4 | $249K | Buy |
+1,678
| New | +$249K | 0.07% | 97 |
|