CPC
Consolidated Planning Corp’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Sell |
2,886
-310
| -10% | -$40.9K | 0.05% | 146 |
|
|
2025
Q1 | $479K | Sell |
3,196
-273
| -8% | -$40.9K | 0.07% | 135 |
|
|
2024
Q4 | $528K | Sell |
3,469
-24
| -0.7% | -$3.65K | 0.07% | 124 |
|
|
2024
Q3 | $594K | Sell |
3,493
-25
| -0.7% | -$4.25K | 0.09% | 120 |
|
|
2024
Q2 | $580K | Sell |
3,518
-172
| -5% | -$28.4K | 0.1% | 105 |
|
|
2024
Q1 | $646K | Sell |
3,690
-914
| -20% | -$160K | 0.11% | 102 |
|
|
2023
Q4 | $782K | Buy |
4,604
+15
| +0.3% | +$2.55K | 0.15% | 96 |
|
|
2023
Q3 | $777K | Buy |
4,589
+864
| +23% | +$146K | 0.17% | 95 |
|
|
2023
Q2 | $690K | Buy |
+3,725
| New | +$690K | 0.15% | 101 |
|
|
2021
Q4 | – | Sell |
-856
| Closed | -$129K | – | 342 |
|
|
2021
Q3 | $129K | Buy |
+856
| New | +$129K | 0.08% | 82 |
|