Evernest Financial Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Sell |
2,290
-887
| -28% | -$117K | 0.1% | 141 |
|
|
2025
Q1 | $476K | Sell |
3,177
-1,230
| -28% | -$184K | 0.17% | 104 |
|
|
2024
Q4 | $670K | Sell |
4,407
-533
| -11% | -$81K | 0.17% | 91 |
|
|
2024
Q3 | $840K | Buy |
4,940
+1,300
| +36% | +$221K | 0.23% | 74 |
|
|
2024
Q2 | $600K | Sell |
3,640
-40
| -1% | -$6.6K | 0.27% | 76 |
|
|
2024
Q1 | $641K | Sell |
3,680
-321
| -8% | -$55.9K | 0.3% | 73 |
|
|
2023
Q4 | $680K | Buy |
+4,001
| New | +$680K | 0.34% | 67 |
|
|
2021
Q4 | $566K | Buy |
+3,375
| New | +$566K | 0.29% | 74 |
|