Elefante Mark B’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $456K | Sell |
3,455
-900
| -21% | -$119K | 0.34% | 44 |
|
|
2025
Q1 | $653K | Buy |
4,355
+160
| +4% | +$24K | 0.52% | 35 |
|
|
2024
Q4 | $638K | Buy |
+4,195
| New | +$638K | 0.58% | 34 |
|
|
2020
Q2 | $413K | Hold |
3,124
| – | – | 1.4% | 30 |
|
|
2020
Q1 | $375K | Sell |
3,124
-203
| -6% | -$24.4K | 1.64% | 30 |
|
|
2019
Q4 | $455K | Hold |
3,327
| – | – | 1.65% | 27 |
|
|
2019
Q3 | $456K | Buy |
3,327
+652
| +24% | +$89.4K | 1.79% | 25 |
|
|
2019
Q2 | $350K | Sell |
2,675
-10
| -0.4% | -$1.31K | 1.36% | 30 |
|
|
2019
Q1 | $329K | Sell |
2,685
-50
| -2% | -$6.13K | 1.43% | 29 |
|
|
2018
Q4 | $302K | Hold |
2,735
| – | – | 1.45% | 26 |
|
|
2018
Q3 | $306K | Sell |
2,735
-50
| -2% | -$5.59K | 1.23% | 29 |
|
|
2018
Q2 | $303K | Hold |
2,785
| – | – | 1.45% | 28 |
|
|
2018
Q1 | $304K | Sell |
2,785
-25
| -0.9% | -$2.73K | 1.53% | 28 |
|
|
2017
Q4 | $337K | Buy |
2,810
+726
| +35% | +$87.1K | 1.61% | 27 |
|
|
2017
Q3 | $232K | Hold |
2,084
| – | – | 1.69% | 29 |
|
|
2017
Q2 | $241K | Hold |
2,084
| – | – | 1.95% | 25 |
|
|
2017
Q1 | $233K | Hold |
2,084
| – | – | 2.11% | 24 |
|
|
2016
Q4 | $218K | Buy |
2,084
+150
| +8% | +$15.7K | 2.63% | 21 |
|
|
2016
Q3 | $210K | Sell |
1,934
-298
| -13% | -$32.4K | 3.39% | 19 |
|
|
2016
Q2 | $236K | Hold |
2,232
| – | – | 3.55% | 18 |
|
|
2016
Q1 | $229K | Buy |
+2,232
| New | +$229K | 3.66% | 16 |
|