Burkett Financial Services’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.8K | Buy |
377
+4
| +1% | +$528 | 0.02% | 92 |
|
|
2025
Q1 | $55.9K | Buy |
373
+6
| +2% | +$900 | 0.02% | 86 |
|
|
2024
Q4 | $55.7K | Sell |
367
-64
| -15% | -$9.72K | 0.02% | 82 |
|
|
2024
Q3 | $73.4K | Sell |
431
-93
| -18% | -$15.8K | 0.03% | 67 |
|
|
2024
Q2 | $86.4K | Sell |
524
-41
| -7% | -$6.76K | 0.04% | 60 |
|
|
2024
Q1 | $98.9K | Buy |
565
+4
| +0.7% | +$700 | 0.05% | 61 |
|
|
2023
Q4 | $95.3K | Buy |
+561
| New | +$95.3K | 0.05% | 60 |
|