Cornerstone Planning Group’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.6K | Sell |
578
-71
| -11% | -$9.9K | 0.02% | 173 |
|
|
2025
Q1 | $92.3K | Buy |
649
+143
| +28% | +$20.3K | 0.02% | 151 |
|
|
2024
Q4 | $78.3K | Sell |
506
-52
| -9% | -$8.05K | 0.02% | 133 |
|
|
2024
Q3 | $93.5K | Sell |
558
-22
| -4% | -$3.69K | 0.02% | 124 |
|
|
2024
Q2 | $101K | Sell |
580
-10
| -2% | -$1.74K | 0.03% | 136 |
|
|
2024
Q1 | $104K | Sell |
590
-68
| -10% | -$12K | 0.03% | 116 |
|
|
2023
Q4 | $112K | Sell |
658
-4
| -0.6% | -$680 | 0.04% | 111 |
|
|
2023
Q3 | $112K | Buy |
662
+160
| +32% | +$27.1K | 0.04% | 110 |
|
|
2023
Q2 | $93K | Buy |
+502
| New | +$93K | 0.04% | 145 |
|
|
2022
Q4 | $137K | Buy |
+805
| New | +$137K | 0.06% | 126 |
|