CGC 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 | $251K | Sell |
1,898
-83
| -4% | -$11K | 0.08% | 50 |
|
|
2025
Q1 | $297K | Buy |
1,981
+3
| +0.2% | +$450 | 0.12% | 41 |
|
|
2024
Q4 | $301K | Hold |
1,978
| – | – | 0.12% | 37 |
|
|
2024
Q3 | $336K | Buy |
1,978
+1
| +0.1% | +$170 | 0.13% | 34 |
|
|
2024
Q2 | $326K | Buy |
1,977
+2
| +0.1% | +$330 | 0.14% | 34 |
|
|
2024
Q1 | $346K | Sell |
1,975
-39
| -2% | -$6.82K | 0.18% | 35 |
|
|
2023
Q4 | $342K | Buy |
2,014
+15
| +0.8% | +$2.55K | 0.16% | 38 |
|
|
2023
Q3 | $339K | Sell |
1,999
-250
| -11% | -$42.4K | 0.24% | 30 |
|
|
2023
Q2 | $416K | Buy |
+2,249
| New | +$416K | 0.27% | 26 |
|