Founders Financial Alliance’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
9,480
+386
| +4% | +$51K | 0.28% | 89 |
|
|
2025
Q1 | $1.36M | Buy |
9,094
+114
| +1% | +$17.1K | 0.33% | 70 |
|
|
2024
Q4 | $1.37M | Buy |
8,980
+26
| +0.3% | +$3.95K | 0.38% | 58 |
|
|
2024
Q3 | $1.52M | Sell |
8,954
-7
| -0.1% | -$1.19K | 0.42% | 51 |
|
|
2024
Q2 | $1.48M | Buy |
8,961
+162
| +2% | +$26.7K | 0.44% | 48 |
|
|
2024
Q1 | $1.54M | Buy |
8,799
+762
| +9% | +$133K | 0.46% | 45 |
|
|
2023
Q4 | $1.37M | Sell |
8,037
-74
| -0.9% | -$12.6K | 0.53% | 37 |
|
|
2023
Q3 | $1.37M | Sell |
8,111
-316
| -4% | -$53.5K | 0.6% | 33 |
|
|
2023
Q2 | $1.56M | Buy |
8,427
+956
| +13% | +$177K | 0.61% | 37 |
|
|
2023
Q1 | $1.36M | Sell |
7,471
-1,164
| -13% | -$212K | 0.68% | 35 |
|
|
2022
Q4 | $1.56M | Buy |
8,635
+136
| +2% | +$24.6K | 0.72% | 34 |
|
|
2022
Q3 | $1.39M | Buy |
8,499
+13
| +0.2% | +$2.12K | 0.71% | 33 |
|
|
2022
Q2 | $1.41M | Sell |
8,486
-342
| -4% | -$57K | 0.72% | 30 |
|
|
2022
Q1 | $1.48M | Buy |
8,828
+51
| +0.6% | +$8.54K | 0.66% | 33 |
|
|
2021
Q4 | $1.53M | Buy |
8,777
+694
| +9% | +$121K | 0.61% | 36 |
|
|
2021
Q3 | $1.22M | Buy |
8,083
+362
| +5% | +$54.5K | 0.57% | 42 |
|
|
2021
Q2 | $1.14M | Buy |
7,721
+95
| +1% | +$14.1K | 0.52% | 47 |
|
|
2021
Q1 | $1.1M | Buy |
7,626
+1,066
| +16% | +$154K | 0.54% | 46 |
|
|
2020
Q4 | $973K | Buy |
6,560
+552
| +9% | +$81.9K | 0.55% | 40 |
|
|
2020
Q3 | $844K | Buy |
+6,008
| New | +$844K | 0.5% | 40 |
|