Epic Trust Investment Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $435K | Buy |
2,637
+297
| +13% | +$49K | 0.48% | 50 |
|
|
2024
Q1 | $410K | Buy |
2,340
+134
| +6% | +$23.5K | 0.5% | 48 |
|
|
2023
Q4 | $375K | Sell |
2,206
-66
| -3% | -$11.2K | 0.5% | 52 |
|
|
2023
Q3 | $385K | Sell |
2,272
-198
| -8% | -$33.6K | 0.61% | 46 |
|
|
2023
Q2 | $458K | Sell |
2,470
-136
| -5% | -$25.2K | 0.65% | 45 |
|
|
2023
Q1 | $475K | Buy |
2,606
+922
| +55% | +$168K | 0.58% | 47 |
|
|
2022
Q4 | $304K | Buy |
+1,684
| New | +$304K | 0.46% | 70 |
|