Encompass More Asset Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Sell |
1,816
-380
| -17% | -$50.2K | 0.06% | 183 |
|
|
2025
Q1 | $329K | Sell |
2,196
-426
| -16% | -$63.9K | 0.1% | 144 |
|
|
2024
Q4 | $399K | Buy |
2,622
+190
| +8% | +$28.9K | 0.13% | 129 |
|
|
2024
Q3 | $414K | Buy |
2,432
+681
| +39% | +$116K | 0.16% | 112 |
|
|
2024
Q2 | $289K | Buy |
1,751
+75
| +4% | +$12.4K | 0.21% | 74 |
|
|
2024
Q1 | $293K | Buy |
+1,676
| New | +$293K | 0.24% | 68 |
|