Accordant Advisory Group’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.41M | Buy |
10,645
+10,298
| +2,968% | +$1.36M | 1.05% | 29 |
|
2025
Q1 | $52K | Hold |
347
| – | – | 0.05% | 64 |
|
2024
Q4 | $52.8K | Hold |
347
| – | – | 0.05% | 67 |
|
2024
Q3 | $59K | Hold |
347
| – | – | 0.05% | 64 |
|
2024
Q2 | $57.2K | Hold |
347
| – | – | 0.05% | 71 |
|
2024
Q1 | $60.7K | Buy |
+347
| New | +$60.7K | 0.05% | 124 |
|