Catalyst 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 | $734K | Sell |
5,561
-17
| -0.3% | -$2.25K | 0.08% | 116 |
|
|
2025
Q1 | $836K | Buy |
5,578
+277
| +5% | +$41.5K | 0.15% | 81 |
|
|
2024
Q4 | $806K | Sell |
5,301
-962
| -15% | -$146K | 0.15% | 86 |
|
|
2024
Q3 | $1.07M | Buy |
6,263
+602
| +11% | +$102K | 0.21% | 62 |
|
|
2024
Q2 | $934K | Buy |
5,661
+274
| +5% | +$45.2K | 0.21% | 62 |
|
|
2024
Q1 | $913K | Buy |
5,387
+410
| +8% | +$69.5K | 0.23% | 56 |
|
|
2023
Q4 | $845K | Sell |
4,977
-361
| -7% | -$61.3K | 0.24% | 58 |
|
|
2023
Q3 | $904K | Buy |
5,338
+493
| +10% | +$83.5K | 0.29% | 48 |
|
|
2023
Q2 | $897K | Buy |
4,845
+477
| +11% | +$88.4K | 0.32% | 44 |
|
|
2023
Q1 | $796K | Buy |
4,368
+588
| +16% | +$107K | 0.34% | 47 |
|
|
2022
Q4 | $683K | Buy |
+3,780
| New | +$683K | 0.35% | 45 |
|