West Wealth Group’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,197
| Closed | -$204K | – | 96 |
|
|
2024
Q3 | $204K | Buy |
+1,197
| New | +$204K | 0.07% | 82 |
|
|
2023
Q3 | – | Sell |
-1,125
| Closed | -$208K | – | 81 |
|
|
2023
Q2 | $208K | Buy |
1,125
+6
| +0.5% | +$1.11K | 0.09% | 68 |
|
|
2023
Q1 | $204K | Sell |
1,119
-62
| -5% | -$11.3K | 0.09% | 68 |
|
|
2022
Q4 | $213K | Buy |
+1,181
| New | +$213K | 0.11% | 69 |
|