Cascade Financial 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 | $19.7M | Buy |
149,431
+200
| +0.1% | +$26.4K | 2.37% | 5 |
|
|
2025
Q1 | $22.4M | Buy |
149,231
+6,029
| +4% | +$904K | 2.82% | 5 |
|
|
2024
Q4 | $21.8M | Sell |
143,202
-974
| -0.7% | -$148K | 2.84% | 5 |
|
|
2024
Q3 | $25.1M | Sell |
144,176
-2,000
| -1% | -$349K | 3.15% | 5 |
|
|
2024
Q2 | $24.1M | Sell |
146,176
-4,000
| -3% | -$660K | 3.17% | 5 |
|
|
2024
Q1 | $25.2M | Buy |
+150,176
| New | +$25.2M | 3.64% | 5 |
|