CIS
Custom Index Systems’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,383
| Closed | -$514K | – | 331 |
|
|
2024
Q4 | $514K | Buy |
3,383
+148
| +5% | +$22.5K | 0.28% | 98 |
|
|
2024
Q3 | $550K | Sell |
3,235
-837
| -21% | -$142K | 0.3% | 99 |
|
|
2024
Q2 | $672K | Buy |
4,072
+1,229
| +43% | +$203K | 0.39% | 55 |
|
|
2024
Q1 | $498K | Sell |
2,843
-983
| -26% | -$172K | 0.28% | 91 |
|
|
2023
Q4 | $650K | Buy |
+3,826
| New | +$650K | 0.4% | 52 |
|