Fortem 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 | $252K | Buy |
1,908
+1
| +0.1% | +$132 | 0.08% | 144 |
|
|
2025
Q1 | $286K | Sell |
1,907
-10
| -0.5% | -$1.5K | 0.11% | 156 |
|
|
2024
Q4 | $291K | Hold |
1,917
| – | – | 0.11% | 148 |
|
|
2024
Q3 | $326K | Buy |
1,917
+117
| +7% | +$19.9K | 0.13% | 141 |
|
|
2024
Q2 | $297K | Sell |
1,800
-200
| -10% | -$33K | 0.13% | 137 |
|
|
2024
Q1 | $350K | Hold |
2,000
| – | – | 0.15% | 136 |
|
|
2023
Q4 | $340K | Buy |
+2,000
| New | +$340K | 0.17% | 130 |
|
|
2019
Q3 | – | Sell |
-1,601
| Closed | -$210K | – | 146 |
|
|
2019
Q2 | $210K | Buy |
+1,601
| New | +$210K | 0.21% | 118 |
|