Forum Financial Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
10,726
+880
| +9% | +$116K | 0.02% | 163 |
|
|
2025
Q1 | $1.48M | Sell |
9,846
-442
| -4% | -$66.3K | 0.02% | 160 |
|
|
2024
Q4 | $1.56M | Sell |
10,288
-223
| -2% | -$33.9K | 0.03% | 150 |
|
|
2024
Q3 | $1.79M | Sell |
10,511
-1,008
| -9% | -$171K | 0.03% | 117 |
|
|
2024
Q2 | $1.9M | Buy |
11,519
+1,347
| +13% | +$222K | 0.03% | 109 |
|
|
2024
Q1 | $1.78M | Sell |
10,172
-1,974
| -16% | -$345K | 0.03% | 122 |
|
|
2023
Q4 | $2.06M | Sell |
12,146
-515
| -4% | -$87.5K | 0.04% | 88 |
|
|
2023
Q3 | $2.15M | Sell |
12,661
-649
| -5% | -$110K | 0.05% | 82 |
|
|
2023
Q2 | $2.47M | Buy |
13,310
+1,147
| +9% | +$212K | 0.06% | 70 |
|
|
2023
Q1 | $2.22M | Buy |
12,163
+891
| +8% | +$162K | 0.06% | 71 |
|
|
2022
Q4 | $2.04M | Buy |
11,272
+920
| +9% | +$166K | 0.07% | 69 |
|
|
2022
Q3 | $1.69M | Sell |
10,352
-1,031
| -9% | -$168K | 0.08% | 66 |
|
|
2022
Q2 | $1.9M | Sell |
11,383
-58
| -0.5% | -$9.67K | 0.1% | 62 |
|
|
2022
Q1 | $1.92M | Buy |
11,441
+944
| +9% | +$158K | 0.09% | 67 |
|
|
2021
Q4 | $1.82M | Buy |
+10,497
| New | +$1.82M | 0.09% | 69 |
|