Fortis Group 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 | $6.07K | Buy |
46
+33
| +254% | +$4.36K | ﹤0.01% | 370 |
|
|
2025
Q1 | $1.95K | Hold |
13
| – | – | ﹤0.01% | 413 |
|
|
2024
Q4 | $1.98K | Sell |
13
-84
| -87% | -$12.8K | ﹤0.01% | 428 |
|
|
2024
Q3 | $16.5K | Hold |
97
| – | – | ﹤0.01% | 262 |
|
|
2024
Q2 | $16K | Hold |
97
| – | – | ﹤0.01% | 254 |
|
|
2024
Q1 | $17K | Sell |
97
-97
| -50% | -$17K | ﹤0.01% | 270 |
|
|
2023
Q4 | $33K | Buy |
194
+97
| +100% | +$16.5K | 0.01% | 192 |
|
|
2023
Q3 | $16.4K | Buy |
+97
| New | +$16.4K | 0.01% | 187 |
|
|
2020
Q3 | $290K | Buy |
+2,102
| New | +$290K | 0.06% | 150 |
|