Ten Capital Wealth Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $340K | Buy |
1,841
+133
| +8% | +$24.6K | 0.1% | 83 |
|
|
2023
Q1 | $311K | Buy |
1,708
+61
| +4% | +$11.1K | 0.1% | 73 |
|
|
2022
Q4 | $298K | Sell |
1,647
-52
| -3% | -$9.39K | 0.12% | 62 |
|
|
2022
Q3 | $277K | Sell |
1,699
-101
| -6% | -$16.5K | 0.13% | 60 |
|
|
2022
Q2 | $300K | Hold |
1,800
| – | – | 0.13% | 56 |
|
|
2022
Q1 | $301K | Buy |
1,800
+491
| +38% | +$82.1K | 0.13% | 61 |
|
|
2021
Q4 | $227K | Hold |
1,309
| – | – | 0.09% | 65 |
|
|
2021
Q3 | $197K | Sell |
1,309
-2,083
| -61% | -$313K | 0.09% | 69 |
|
|
2021
Q2 | $503K | Buy |
3,392
+50
| +1% | +$7.42K | 0.11% | 96 |
|
|
2021
Q1 | $472K | Sell |
3,342
-132
| -4% | -$18.6K | 0.12% | 94 |
|
|
2020
Q4 | $515K | Sell |
3,474
-300
| -8% | -$44.5K | 0.14% | 85 |
|
|
2020
Q3 | $523K | Buy |
+3,774
| New | +$523K | 0.18% | 71 |
|