Apexium Financial’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $464K | Sell |
3,516
-112
| -3% | -$14.8K | 0.02% | 190 |
|
|
2025
Q1 | $544K | Sell |
3,628
-845
| -19% | -$127K | 0.03% | 167 |
|
|
2024
Q4 | $686K | Buy |
4,473
+2,702
| +153% | +$414K | 0.04% | 136 |
|
|
2024
Q3 | $301K | Buy |
1,771
+101
| +6% | +$17.2K | 0.02% | 186 |
|
|
2024
Q2 | $275K | Buy |
1,670
+1
| +0.1% | +$165 | 0.02% | 188 |
|
|
2024
Q1 | $294K | Sell |
1,669
-190
| -10% | -$33.5K | 0.02% | 184 |
|
|
2023
Q4 | $316K | Buy |
1,859
+109
| +6% | +$18.5K | 0.02% | 213 |
|
|
2023
Q3 | $296K | Sell |
1,750
-39
| -2% | -$6.61K | 0.03% | 172 |
|
|
2023
Q2 | $331K | Buy |
1,789
+558
| +45% | +$103K | 0.03% | 171 |
|
|
2023
Q1 | $224K | Buy |
1,231
+107
| +10% | +$19.5K | 0.02% | 189 |
|
|
2022
Q4 | $203K | Buy |
+1,124
| New | +$203K | 0.02% | 197 |
|