CA
Cresta Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $561K | Sell |
4,250
-150
| -3% | -$19.8K | 0.27% | 34 |
|
|
2025
Q1 | $660K | Sell |
4,400
-330
| -7% | -$49.5K | 0.34% | 33 |
|
|
2024
Q4 | $804K | Hold |
4,730
| – | – | 0.42% | 32 |
|
|
2024
Q3 | $804K | Hold |
4,730
| – | – | 0.42% | 32 |
|
|
2024
Q2 | $780K | Sell |
4,730
-11
| -0.2% | -$1.81K | 0.46% | 30 |
|
|
2024
Q1 | $830K | Buy |
4,741
+11
| +0.2% | +$1.93K | 0.53% | 29 |
|
|
2023
Q4 | $803K | Sell |
4,730
-802
| -14% | -$136K | 0.54% | 29 |
|
|
2023
Q3 | $937K | Hold |
5,532
| – | – | 0.73% | 26 |
|
|
2023
Q2 | $1.02M | Hold |
5,532
| – | – | 0.8% | 28 |
|
|
2023
Q1 | $1.01M | Hold |
5,532
| – | – | 0.78% | 21 |
|
|
2022
Q4 | $999K | Buy |
5,532
+23
| +0.4% | +$4.16K | 0.87% | 16 |
|
|
2022
Q3 | $899K | Buy |
+5,509
| New | +$899K | 1.11% | 15 |
|