Ethos Financial Group’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Sell |
1,936
-141
| -7% | -$18.6K | 0.02% | 373 |
|
|
2025
Q1 | $319K | Hold |
2,077
| – | – | 0.03% | 313 |
|
|
2024
Q4 | $319K | Sell |
2,077
-262
| -11% | -$40.2K | 0.04% | 214 |
|
|
2024
Q3 | $400K | Sell |
2,339
-116
| -5% | -$19.8K | 0.07% | 158 |
|
|
2024
Q2 | $414K | Sell |
2,455
-191
| -7% | -$32.2K | 0.07% | 163 |
|
|
2024
Q1 | $467K | Sell |
2,646
-42
| -2% | -$7.41K | 0.09% | 153 |
|
|
2023
Q4 | $460K | Buy |
2,688
+367
| +16% | +$62.8K | 0.1% | 143 |
|
|
2023
Q3 | $393K | Buy |
2,321
+1,056
| +83% | +$179K | 0.1% | 109 |
|
|
2023
Q2 | $231K | Hold |
1,265
| – | – | 0.08% | 124 |
|
|
2023
Q1 | $231K | Buy |
1,265
+46
| +4% | +$8.39K | 0.07% | 151 |
|
|
2022
Q4 | $234K | Buy |
+1,219
| New | +$234K | 0.08% | 124 |
|