West Financial Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1
| Closed | -$153 | – | 219 |
|
|
2024
Q4 | $153 | Buy |
+1
| New | +$153 | ﹤0.01% | 202 |
|
|
2023
Q4 | – | Sell |
-41
| Closed | -$6.95K | – | 193 |
|
|
2023
Q3 | $6.95K | Buy |
+41
| New | +$6.95K | ﹤0.01% | 143 |
|
|
2022
Q4 | – | Sell |
-595
| Closed | -$97K | – | 190 |
|
|
2022
Q3 | $97K | Hold |
595
| – | – | 0.03% | 80 |
|
|
2022
Q2 | $99K | Hold |
595
| – | – | 0.03% | 76 |
|
|
2022
Q1 | $100K | Sell |
595
-30
| -5% | -$5.04K | 0.03% | 82 |
|
|
2021
Q4 | $109K | Hold |
625
| – | – | 0.03% | 82 |
|
|
2021
Q3 | $94K | Hold |
625
| – | – | 0.03% | 79 |
|
|
2021
Q2 | $93K | Hold |
625
| – | – | 0.03% | 74 |
|
|
2021
Q1 | $88K | Hold |
625
| – | – | 0.03% | 78 |
|
|
2020
Q4 | $93K | Buy |
+625
| New | +$93K | 0.03% | 74 |
|