Custos Family Office’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $883K | Buy |
6,688
+259
| +4% | +$34.2K | 0.28% | 37 |
|
2025
Q1 | $964K | Buy |
6,429
+6
| +0.1% | +$900 | 0.34% | 33 |
|
2024
Q4 | $977K | Buy |
6,423
+40
| +0.6% | +$6.08K | 0.34% | 34 |
|
2024
Q3 | $1.09M | Buy |
6,383
+78
| +1% | +$13.3K | 0.39% | 33 |
|
2024
Q2 | $1.04M | Buy |
6,305
+29
| +0.5% | +$4.78K | 0.42% | 33 |
|
2024
Q1 | $1.1M | Sell |
6,276
-48
| -0.8% | -$8.4K | 0.57% | 22 |
|
2023
Q4 | $1.07M | Hold |
6,324
| – | – | 0.56% | 23 |
|
2023
Q3 | $1.07M | Sell |
6,324
-106
| -2% | -$18K | 0.72% | 16 |
|
2023
Q2 | $1.19M | Sell |
6,430
-57
| -0.9% | -$10.6K | 0.77% | 16 |
|
2023
Q1 | $1.18M | Buy |
+6,487
| New | +$1.18M | 0.83% | 15 |
|