SWS 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 | – | Sell |
-489
| Closed | -$80.7K | – | 240 |
|
|
2024
Q2 | $80.7K | Buy |
+489
| New | +$80.7K | 0.02% | 139 |
|
|
2022
Q2 | – | Sell |
-354
| Closed | -$59K | – | 106 |
|
|
2022
Q1 | $59K | Buy |
+354
| New | +$59K | 0.04% | 82 |
|
|
2018
Q2 | – | Sell |
-573
| Closed | -$61K | – | 250 |
|
|
2018
Q1 | $61K | Buy |
573
+2
| +0.4% | +$213 | 0.04% | 129 |
|
|
2017
Q4 | $69K | Buy |
+571
| New | +$69K | 0.05% | 115 |
|