Sweet Financial Partners’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.62M | Sell |
15,433
-518
| -3% | -$88.1K | 0.57% | 39 |
|
|
2024
Q2 | $2.63M | Buy |
15,951
+352
| +2% | +$58.1K | 0.6% | 36 |
|
|
2024
Q1 | $2.73M | Buy |
15,599
+2,682
| +21% | +$469K | 0.63% | 31 |
|
|
2023
Q4 | $2.19M | Buy |
12,917
+499
| +4% | +$84.7K | 0.52% | 43 |
|
|
2023
Q3 | $2.1M | Buy |
12,418
+1,678
| +16% | +$284K | 0.56% | 34 |
|
|
2023
Q2 | $1.99M | Buy |
10,740
+2,392
| +29% | +$443K | 0.52% | 38 |
|
|
2023
Q1 | $1.52M | Buy |
8,348
+1,934
| +30% | +$353K | 0.42% | 41 |
|
|
2022
Q4 | $1.16M | Buy |
6,414
+606
| +10% | +$109K | 0.34% | 46 |
|
|
2022
Q3 | $948K | Buy |
5,808
+3,269
| +129% | +$534K | 0.3% | 51 |
|
|
2022
Q2 | $423K | Hold |
2,539
| – | – | 0.13% | 101 |
|
|
2022
Q1 | $425K | Sell |
2,539
-23
| -0.9% | -$3.85K | 0.11% | 108 |
|
|
2021
Q4 | $445K | Buy |
+2,562
| New | +$445K | 0.18% | 77 |
|