Elser Financial Planning’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Sell |
3,469
-286
| -8% | -$37.8K | 0.57% | 35 |
|
|
2025
Q1 | $563K | Buy |
3,755
+1,917
| +104% | +$287K | 0.78% | 25 |
|
|
2024
Q4 | $279K | Sell |
1,838
-132
| -7% | -$20.1K | 0.02% | 85 |
|
|
2024
Q3 | $335K | Sell |
1,970
-26
| -1% | -$4.42K | 0.49% | 39 |
|
|
2024
Q2 | $329K | Buy |
+1,996
| New | +$329K | 0.06% | 73 |
|