TFA
Tobias Financial Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-263,440
| Closed | -$45.8M | – | 113 |
|
|
2021
Q4 | $45.8M | Buy |
+263,440
| New | +$45.8M | 3.6% | 4 |
|
|
2020
Q4 | – | Sell |
-4,902
| Closed | -$679K | – | 70 |
|
|
2020
Q3 | $679K | Sell |
4,902
-69
| -1% | -$9.56K | 0.37% | 40 |
|
|
2020
Q2 | $657K | Buy |
4,971
+64
| +1% | +$8.46K | 0.39% | 41 |
|
|
2020
Q1 | $589K | Buy |
4,907
+50
| +1% | +$6K | 0.43% | 35 |
|
|
2019
Q4 | $663K | Buy |
+4,857
| New | +$663K | 0.42% | 32 |
|