CIA
Concurrent Investment Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.7M | Sell |
96,495
-3,389
| -3% | -$447K | 0.25% | 89 |
|
|
2025
Q1 | $15M | Buy |
99,884
+8,740
| +10% | +$1.31M | 0.36% | 53 |
|
|
2024
Q4 | $13.9M | Sell |
91,144
-78
| -0.1% | -$11.9K | 0.37% | 56 |
|
|
2024
Q3 | $15.5M | Buy |
91,222
+413
| +0.5% | +$70.2K | 0.46% | 45 |
|
|
2024
Q2 | $15M | Buy |
90,809
+18,491
| +26% | +$3.05M | 0.49% | 42 |
|
|
2024
Q1 | $12.7M | Buy |
72,318
+3,614
| +5% | +$632K | 0.51% | 44 |
|
|
2023
Q4 | $11.7M | Buy |
+68,704
| New | +$11.7M | 0.55% | 39 |
|