First Western Trust Bank’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Sell |
15,753
-530
| -3% | -$70K | 0.09% | 61 |
|
|
2025
Q1 | $2.44M | Sell |
16,283
-1,513
| -9% | -$227K | 0.12% | 55 |
|
|
2024
Q4 | $2.71M | Buy |
17,796
+17
| +0.1% | +$2.59K | 0.13% | 56 |
|
|
2024
Q3 | $3.02M | Sell |
17,779
-66
| -0.4% | -$11.2K | 0.14% | 56 |
|
|
2024
Q2 | $2.94M | Sell |
17,845
-35
| -0.2% | -$5.77K | 0.14% | 54 |
|
|
2024
Q1 | $3.13M | Sell |
17,880
-127
| -0.7% | -$22.2K | 0.14% | 56 |
|
|
2023
Q4 | $3.06M | Sell |
18,007
-91
| -0.5% | -$15.5K | 0.15% | 55 |
|
|
2023
Q3 | $3.07M | Sell |
18,098
-126
| -0.7% | -$21.3K | 0.16% | 56 |
|
|
2023
Q2 | $3.38M | Sell |
18,224
-111
| -0.6% | -$20.6K | 0.17% | 55 |
|
|
2023
Q1 | $3.34M | Sell |
18,335
-199
| -1% | -$36.3K | 0.17% | 57 |
|
|
2022
Q4 | $3.35M | Sell |
18,534
-330
| -2% | -$59.6K | 0.19% | 56 |
|
|
2022
Q3 | $3.08M | Buy |
18,864
+947
| +5% | +$155K | 0.21% | 55 |
|
|
2022
Q2 | $2.99M | Sell |
17,917
-388
| -2% | -$64.7K | 0.2% | 55 |
|
|
2022
Q1 | $3.08M | Buy |
+18,305
| New | +$3.08M | 0.16% | 58 |
|