YorkBridge Wealth Partners’s PepsiCo PEP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	$3.24M	Sell	17,939 -146	-0.8%	-$26.4K	0.82%	30
2022 Q3	$2.95M	Buy	18,085 +71	+0.4%	+$11.6K	0.76%	31
2022 Q2	$3M	Buy	18,014 +1	+0%	+$167	0.78%	32
2022 Q1	$3.02M	Sell	18,013 -34	-0.2%	-$5.69K	0.66%	37
2021 Q4	$3.14M	Sell	18,047 -51	-0.3%	-$8.86K	0.7%	38
2021 Q3	$2.72M	Sell	18,098 -425	-2%	-$63.9K	0.68%	42
2021 Q2	$2.75M	Buy	18,523 +141	+0.8%	+$20.9K	0.72%	39
2021 Q1	$2.6M	Buy	18,382 +6,351	+53%	+$898K	0.77%	37
2020 Q4	$1.78M	Buy	12,031 +24	+0.2%	+$3.56K	0.6%	50
2020 Q3	$1.66M	Sell	12,007 -22	-0.2%	-$3.05K	0.7%	41
2020 Q2	$1.59M	Sell	12,029 -252	-2%	-$33.3K	0.73%	40
2020 Q1	$1.48M	Sell	12,281 -358	-3%	-$43K	0.91%	35
2019 Q4	$1.73M	Sell	12,639 -199	-2%	-$27.2K	0.79%	40
2019 Q3	$1.76M	Buy	12,838 +716	+6%	+$98.2K	0.89%	37
2019 Q2	$1.59M	Sell	12,122 -58	-0.5%	-$7.61K	0.71%	40
2019 Q1	$1.49M	Sell	12,180 -1,266	-9%	-$155K	0.69%	40
2018 Q4	$1.49M	Sell	13,446 -392	-3%	-$43.3K	0.79%	36
2018 Q3	$1.53M	Sell	13,838 -769	-5%	-$85.1K	0.7%	39
2018 Q2	$1.59M	Buy	14,607 +1,228	+9%	+$134K	0.7%	35
2018 Q1	$1.45M	Sell	13,379 -84	-0.6%	-$9.1K	0.67%	40
2017 Q4	$1.54M	Buy	13,463 +1,096	+9%	+$125K	0.74%	37
2017 Q3	$1.38M	Sell	12,367 -173	-1%	-$19.3K	0.71%	34
2017 Q2	$1.45M	Buy	12,540 +375	+3%	+$43.3K	0.77%	30
2017 Q1	$1.37M	Buy	12,165 +1,833	+18%	+$206K	0.71%	36
2016 Q4	$1.06M	Buy	+10,332	New	+$1.06M	0.62%	44