Creative Capital Management Investments’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $26.3K | Hold |
199
| – | – | 0.01% | 154 |
|
2025
Q1 | $29.8K | Hold |
199
| – | – | 0.01% | 133 |
|
2024
Q4 | $30.3K | Buy |
+199
| New | +$30.3K | 0.01% | 132 |
|
2024
Q3 | – | Hold |
0
| – | – | – | 261 |
|
2024
Q2 | – | Hold |
0
| – | – | – | 271 |
|
2023
Q3 | – | Hold |
0
| – | – | – | 254 |
|
2023
Q2 | – | Sell |
-248
| Closed | -$45.2K | – | 237 |
|
2023
Q1 | $45.2K | Buy |
248
+196
| +377% | +$35.7K | 0.03% | 98 |
|
2022
Q4 | $9K | Buy |
+52
| New | +$9K | 0.01% | 131 |
|