CFIA
Cantor Fitzgerald Investment Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $635K | Hold |
4,812
| – | – | 0.04% | 145 |
|
|
2025
Q1 | $722K | Buy |
4,812
+96
| +2% | +$14.4K | 0.05% | 142 |
|
|
2024
Q4 | $717K | Buy |
4,716
+250
| +6% | +$38K | 0.05% | 141 |
|
|
2024
Q3 | $759K | Buy |
4,466
+446
| +11% | +$75.8K | 0.05% | 139 |
|
|
2024
Q2 | $663K | Buy |
4,020
+311
| +8% | +$51.3K | 0.05% | 123 |
|
|
2024
Q1 | $649K | Buy |
3,709
+532
| +17% | +$93.1K | 0.05% | 123 |
|
|
2023
Q4 | $540K | Buy |
+3,177
| New | +$540K | 0.04% | 124 |
|
|
2022
Q1 | $2.2M | Buy |
13,167
+4,503
| +52% | +$754K | 0.1% | 132 |
|
|
2021
Q4 | $1.51M | Sell |
8,664
-350
| -4% | -$60.8K | 0.09% | 160 |
|
|
2021
Q3 | $1.36M | Buy |
9,014
+135
| +2% | +$20.3K | 0.1% | 100 |
|
|
2021
Q2 | $1.32M | Buy |
+8,879
| New | +$1.32M | 0.1% | 100 |
|