Triad Financial Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1M | Buy |
5,920
+178
| +3% | +$30.2K | 0.35% | 32 |
|
|
2023
Q2 | $1.06M | Buy |
5,742
+4
| +0.1% | +$741 | 0.44% | 29 |
|
|
2023
Q1 | $1.05M | Sell |
5,738
-42
| -0.7% | -$7.66K | 0.46% | 29 |
|
|
2022
Q4 | $1.04M | Sell |
5,780
-1,360
| -19% | -$246K | 0.47% | 28 |
|
|
2022
Q3 | $1.17M | Buy |
7,140
+48
| +0.7% | +$7.84K | 0.63% | 19 |
|
|
2022
Q2 | $1.18M | Sell |
7,092
-135
| -2% | -$22.5K | 0.65% | 18 |
|
|
2022
Q1 | $1.21M | Buy |
7,227
+11
| +0.2% | +$1.84K | 0.65% | 19 |
|
|
2021
Q4 | $1.25M | Buy |
+7,216
| New | +$1.25M | 0.74% | 22 |
|