Central Valley Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Sell |
1,583
-261
| -14% | -$34.5K | 0.07% | 131 |
|
|
2025
Q1 | $276K | Sell |
1,844
-31
| -2% | -$4.65K | 0.1% | 107 |
|
|
2024
Q4 | $285K | Hold |
1,875
| – | – | 0.13% | 115 |
|
|
2024
Q3 | $319K | Sell |
1,875
-2
| -0.1% | -$340 | 0.18% | 99 |
|
|
2024
Q2 | $334K | Sell |
1,877
-61
| -3% | -$10.9K | 0.14% | 86 |
|
|
2024
Q1 | $339K | Sell |
1,938
-3
| -0.2% | -$525 | 0.18% | 104 |
|
|
2023
Q4 | $330K | Buy |
+1,941
| New | +$330K | 0.19% | 106 |
|