Belmont Capital’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Hold |
2,193
| – | – | 0.04% | 104 |
|
|
2025
Q1 | $329K | Buy |
+2,193
| New | +$329K | 0.06% | 94 |
|
|
2024
Q4 | – | Sell |
-2,193
| Closed | -$373K | – | 157 |
|
|
2024
Q3 | $373K | Sell |
2,193
-5,770
| -72% | -$981K | 0.06% | 88 |
|
|
2024
Q2 | $1.31M | Buy |
7,963
+2,036
| +34% | +$336K | 0.25% | 36 |
|
|
2024
Q1 | $1.04M | Buy |
5,927
+80
| +1% | +$14K | 0.28% | 37 |
|
|
2023
Q4 | $993K | Hold |
5,847
| – | – | 0.42% | 32 |
|
|
2023
Q3 | $991K | Buy |
5,847
+5,690
| +3,624% | +$964K | 0.54% | 26 |
|
|
2023
Q2 | $29K | Buy |
+157
| New | +$29K | 0.02% | 85 |
|