EFG
Embree Financial Group’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Buy |
3,273
+332
| +11% | +$43.8K | 0.07% | 142 |
|
|
2025
Q1 | $441K | Sell |
2,941
-10
| -0.3% | -$1.5K | 0.07% | 133 |
|
|
2024
Q4 | $449K | Sell |
2,951
-17
| -0.6% | -$2.59K | 0.08% | 125 |
|
|
2024
Q3 | $505K | Sell |
2,968
-26
| -0.9% | -$4.42K | 0.09% | 116 |
|
|
2024
Q2 | $494K | Sell |
2,994
-76
| -2% | -$12.5K | 0.09% | 112 |
|
|
2024
Q1 | $537K | Sell |
3,070
-680
| -18% | -$119K | 0.11% | 114 |
|
|
2023
Q4 | $637K | Buy |
+3,750
| New | +$637K | 0.13% | 93 |
|