AAFMAA Wealth Management & Trust’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
7,889
-1,231
| -13% | -$163K | 0.43% | 71 |
|
|
2025
Q1 | $1.37M | Sell |
9,120
-3,468
| -28% | -$520K | 0.62% | 54 |
|
|
2024
Q4 | $1.91M | Buy |
12,588
+1,822
| +17% | +$277K | 0.84% | 34 |
|
|
2024
Q3 | $1.83M | Buy |
10,766
+256
| +2% | +$43.5K | 0.81% | 40 |
|
|
2024
Q2 | $1.73M | Buy |
10,510
+1,002
| +11% | +$165K | 0.85% | 43 |
|
|
2024
Q1 | $1.66M | Buy |
9,508
+1,180
| +14% | +$207K | 0.91% | 38 |
|
|
2023
Q4 | $1.41M | Buy |
8,328
+6,738
| +424% | +$1.14M | 0.8% | 39 |
|
|
2023
Q3 | $269K | Buy |
+1,590
| New | +$269K | 0.25% | 51 |
|