Edge 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 | $545K | Buy |
4,125
+554
| +16% | +$73.2K | 0.29% | 61 |
|
|
2025
Q1 | $535K | Buy |
3,571
+62
| +2% | +$9.3K | 0.34% | 51 |
|
|
2024
Q4 | $534K | Sell |
3,509
-10
| -0.3% | -$1.52K | 0.48% | 53 |
|
|
2024
Q3 | $598K | Buy |
+3,519
| New | +$598K | 0.53% | 51 |
|
|
2024
Q1 | $802K | Buy |
+4,581
| New | +$802K | 0.71% | 45 |
|