Spartan Planning & Wealth Management’s PepsiCo PEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$830K Buy
4,595
+1,760
+62% +$318K 1.03% 16
2022
Q3
$463K Sell
2,835
-140
-5% -$22.9K 0.61% 17
2022
Q2
$496K Sell
2,975
-1,033
-26% -$172K 0.66% 18
2022
Q1
$671K Buy
+4,008
New +$671K 0.84% 21