TFO Wealth Partners’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-161
| Closed | -$28.2K | – | 570 |
|
|
2024
Q1 | $28.2K | Hold |
161
| – | – | 0.01% | 72 |
|
|
2023
Q4 | $27.3K | Sell |
161
-153
| -49% | -$26K | 0.01% | 73 |
|
|
2023
Q3 | $58.2K | Buy |
314
+1
| +0.3% | +$185 | 0.01% | 82 |
|
|
2023
Q2 | $58K | Buy |
313
+152
| +94% | +$28.2K | 0.01% | 72 |
|
|
2023
Q1 | $29.4K | Buy |
161
+134
| +496% | +$24.4K | 0.01% | 81 |
|
|
2022
Q4 | $802 | Buy |
+27
| New | +$802 | ﹤0.01% | 404 |
|
|
2022
Q3 | – | Sell |
-15
| Closed | -$2K | – | 393 |
|
|
2022
Q2 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 339 |
|
|
2021
Q3 | – | Sell |
-30
| Closed | -$4K | – | 175 |
|
|
2021
Q2 | $4K | Buy |
+30
| New | +$4K | ﹤0.01% | 96 |
|