Fiduciary 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 | $222K | Sell |
1,642
-1,315
| -44% | -$178K | 0.04% | 280 |
|
|
2025
Q1 | $426K | Buy |
2,957
+1,105
| +60% | +$159K | 0.09% | 137 |
|
|
2024
Q4 | $264K | Buy |
1,852
+98
| +6% | +$14K | 0.06% | 230 |
|
|
2024
Q3 | $299K | Sell |
1,754
-14
| -0.8% | -$2.39K | 0.07% | 208 |
|
|
2024
Q2 | $291K | Buy |
+1,768
| New | +$291K | 0.07% | 202 |
|