DHJJ Financial Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.72K | Sell |
66
-84
| -56% | -$11.1K | ﹤0.01% | 559 |
|
|
2025
Q1 | $22.5K | Hold |
150
| – | – | 0.01% | 414 |
|
|
2024
Q4 | $22.8K | Hold |
150
| – | – | 0.01% | 402 |
|
|
2024
Q3 | $25.5K | Sell |
150
-39
| -21% | -$6.63K | 0.01% | 390 |
|
|
2024
Q2 | $31.2K | Buy |
189
+40
| +27% | +$6.6K | 0.01% | 331 |
|
|
2024
Q1 | $26.1K | Hold |
149
| – | – | 0.01% | 345 |
|
|
2023
Q4 | $25.3K | Hold |
149
| – | – | 0.01% | 337 |
|
|
2023
Q3 | $25.2K | Buy |
+149
| New | +$25.2K | 0.01% | 326 |
|