Athena Investment Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Hold |
16,441
| – | – | 1.21% | 13 |
|
|
2025
Q1 | $2.47M | Hold |
16,441
| – | – | 1.49% | 9 |
|
|
2024
Q4 | $2.5M | Hold |
16,441
| – | – | 1.45% | 9 |
|
|
2024
Q3 | $2.8M | Sell |
16,441
-4
| -0% | -$680 | 1.59% | 9 |
|
|
2024
Q2 | $2.71M | Sell |
16,445
-8
| -0% | -$1.32K | 1.64% | 9 |
|
|
2024
Q1 | $2.88M | Hold |
16,453
| – | – | 1.73% | 9 |
|
|
2023
Q4 | $2.79M | Sell |
16,453
-3
| -0% | -$510 | 1.81% | 8 |
|
|
2023
Q3 | $2.79M | Sell |
16,456
-75
| -0.5% | -$12.7K | 2% | 8 |
|
|
2023
Q2 | $3.06M | Sell |
16,531
-227
| -1% | -$42K | 2.11% | 8 |
|
|
2023
Q1 | $3.05M | Sell |
16,758
-10
| -0.1% | -$1.82K | 2.2% | 8 |
|
|
2022
Q4 | $3.03M | Buy |
16,768
+225
| +1% | +$40.6K | 2.22% | 7 |
|
|
2022
Q3 | $2.7M | Hold |
16,543
| – | – | 2.27% | 7 |
|
|
2022
Q2 | $2.76M | Sell |
16,543
-6
| -0% | -$1K | 2.17% | 7 |
|
|
2022
Q1 | $2.77M | Buy |
+16,549
| New | +$2.77M | 2.15% | 8 |
|