Blue Investment Partners’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Hold |
1,647
| – | – | 0.08% | 44 |
|
|
2025
Q1 | $247K | Sell |
1,647
-67
| -4% | -$10K | 0.09% | 37 |
|
|
2024
Q4 | $261K | Sell |
1,714
-53
| -3% | -$8.06K | 0.1% | 43 |
|
|
2024
Q3 | $300K | Hold |
1,767
| – | – | 0.12% | 40 |
|
|
2024
Q2 | $291K | Hold |
1,767
| – | – | 0.13% | 36 |
|
|
2024
Q1 | $309K | Hold |
1,767
| – | – | 0.16% | 32 |
|
|
2023
Q4 | $300K | Hold |
1,767
| – | – | 0.2% | 28 |
|
|
2023
Q3 | $299K | Buy |
1,767
+215
| +14% | +$36.4K | 0.24% | 23 |
|
|
2023
Q2 | $287K | Buy |
1,552
+120
| +8% | +$22.2K | 0.22% | 24 |
|
|
2023
Q1 | $261K | Hold |
1,432
| – | – | 0.26% | 24 |
|
|
2022
Q4 | $259K | Buy |
+1,432
| New | +$259K | 0.32% | 23 |
|