Convergence Financial’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Sell |
2,089
-701
| -25% | -$92.6K | 0.05% | 161 |
|
|
2025
Q1 | $418K | Sell |
2,790
-298
| -10% | -$44.7K | 0.08% | 115 |
|
|
2024
Q4 | $470K | Sell |
3,088
-157
| -5% | -$23.9K | 0.09% | 94 |
|
|
2024
Q3 | $552K | Sell |
3,245
-1,298
| -29% | -$221K | 0.12% | 87 |
|
|
2024
Q2 | $749K | Buy |
+4,543
| New | +$749K | 0.2% | 65 |
|