Crumly & Associates’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Buy |
2,039
+299
| +17% | +$39.5K | 0.07% | 137 |
|
|
2025
Q1 | $261K | Buy |
1,740
+198
| +13% | +$29.7K | 0.07% | 141 |
|
|
2024
Q4 | $235K | Sell |
1,542
-1,025
| -40% | -$156K | 0.06% | 141 |
|
|
2024
Q3 | $437K | Sell |
2,567
-112
| -4% | -$19K | 0.12% | 107 |
|
|
2024
Q2 | $442K | Sell |
2,679
-47
| -2% | -$7.75K | 0.13% | 106 |
|
|
2024
Q1 | $477K | Buy |
2,726
+136
| +5% | +$23.8K | 0.13% | 106 |
|
|
2023
Q4 | $440K | Sell |
2,590
-133
| -5% | -$22.6K | 0.13% | 103 |
|
|
2023
Q3 | $461K | Buy |
+2,723
| New | +$461K | 0.18% | 71 |
|