WealthStone’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $869K | Buy |
6,150
+242
| +4% | +$34.2K | 0.3% | 51 |
|
|
2020
Q4 | $876K | Buy |
5,908
+218
| +4% | +$32.3K | 0.31% | 47 |
|
|
2020
Q3 | $789K | Sell |
5,690
-1,052
| -16% | -$146K | 0.36% | 40 |
|
|
2020
Q2 | $892K | Buy |
+6,742
| New | +$892K | 0.43% | 33 |
|
|
2019
Q3 | – | Sell |
-9,912
| Closed | -$1.3M | – | 462 |
|
|
2019
Q2 | $1.3M | Buy |
+9,912
| New | +$1.3M | 0.58% | 32 |
|