Brio Consultants’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Sell |
1,627
-415
| -20% | -$54.8K | 0.03% | 124 |
|
|
2025
Q1 | $306K | Buy |
2,042
+163
| +9% | +$24.4K | 0.05% | 95 |
|
|
2024
Q4 | $286K | Buy |
1,879
+89
| +5% | +$13.5K | 0.04% | 95 |
|
|
2024
Q3 | $304K | Buy |
1,790
+142
| +9% | +$24.1K | 0.05% | 92 |
|
|
2024
Q2 | $272K | Buy |
1,648
+26
| +2% | +$4.29K | 0.04% | 87 |
|
|
2024
Q1 | $284K | Buy |
1,622
+82
| +5% | +$14.4K | 0.05% | 86 |
|
|
2023
Q4 | $262K | Sell |
1,540
-2
| -0.1% | -$340 | 0.05% | 87 |
|
|
2023
Q3 | $261K | Buy |
1,542
+42
| +3% | +$7.12K | 0.05% | 80 |
|
|
2023
Q2 | $278K | Sell |
1,500
-16
| -1% | -$2.96K | 0.05% | 83 |
|
|
2023
Q1 | $276K | Sell |
1,516
-84
| -5% | -$15.3K | 0.05% | 80 |
|
|
2022
Q4 | $289K | Buy |
1,600
+100
| +7% | +$18.1K | 0.06% | 79 |
|
|
2022
Q3 | $267K | Buy |
+1,500
| New | +$267K | 0.06% | 84 |
|