Fortune 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 | $601K | Buy |
4,553
+1
| +0% | +$132 | 0.48% | 55 |
|
|
2025
Q1 | $682K | Buy |
4,552
+23
| +0.5% | +$3.45K | 0.59% | 50 |
|
|
2024
Q4 | $689K | Buy |
4,529
+273
| +6% | +$41.5K | 0.63% | 50 |
|
|
2024
Q3 | $724K | Sell |
4,256
-354
| -8% | -$60.2K | 0.66% | 46 |
|
|
2024
Q2 | $760K | Sell |
4,610
-8
| -0.2% | -$1.32K | 0.47% | 68 |
|
|
2024
Q1 | $808K | Sell |
4,618
-6
| -0.1% | -$1.05K | 0.51% | 61 |
|
|
2023
Q4 | $785K | Buy |
4,624
+290
| +7% | +$49.3K | 0.55% | 56 |
|
|
2023
Q3 | $734K | Buy |
4,334
+5
| +0.1% | +$847 | 0.56% | 57 |
|
|
2023
Q2 | $802K | Buy |
+4,329
| New | +$802K | 0.6% | 52 |
|