Bruce G. Allen Investments’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $197K | Buy |
1,492
+421
| +39% | +$55.6K | 0.15% | 76 |
|
2025
Q1 | $161K | Sell |
1,071
-83
| -7% | -$12.4K | 0.13% | 92 |
|
2024
Q4 | $175K | Sell |
1,154
-586
| -34% | -$89.1K | 0.14% | 84 |
|
2024
Q3 | $296K | Buy |
1,740
+5
| +0.3% | +$850 | 0.23% | 56 |
|
2024
Q2 | $286K | Sell |
1,735
-73
| -4% | -$12K | 0.24% | 52 |
|
2024
Q1 | $316K | Buy |
1,808
+164
| +10% | +$28.7K | 0.26% | 50 |
|
2023
Q4 | $279K | Buy |
+1,644
| New | +$279K | 0.25% | 52 |
|