Arrowroot Family Office’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $421K | Buy |
+3,191
| New | +$421K | 0.19% | 89 |
|
2024
Q4 | $321K | Sell |
2,108
-32
| -1% | -$4.87K | 0.17% | 98 |
|
2024
Q3 | $364K | Buy |
2,140
+21
| +1% | +$3.57K | 0.21% | 91 |
|
2024
Q2 | $349K | Sell |
2,119
-369
| -15% | -$60.9K | 0.22% | 93 |
|
2024
Q1 | $435K | Buy |
2,488
+417
| +20% | +$73K | 0.28% | 81 |
|
2023
Q4 | $352K | Buy |
2,071
+458
| +28% | +$77.8K | 0.25% | 88 |
|
2023
Q3 | $273K | Buy |
1,613
+11
| +0.7% | +$1.86K | 0.22% | 103 |
|
2023
Q2 | $297K | Buy |
1,602
+436
| +37% | +$80.7K | 0.22% | 101 |
|
2023
Q1 | $213K | Buy |
+1,166
| New | +$213K | 0.18% | 109 |
|