FourThought Financial Partners’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5M | Buy |
117,372
+3,221
| +3% | +$425K | 1.53% | 16 |
|
|
2025
Q1 | $17.1M | Buy |
114,151
+37,284
| +49% | +$5.59M | 1.79% | 10 |
|
|
2024
Q4 | $11.7M | Buy |
+76,867
| New | +$11.7M | 1.21% | 22 |
|
|
2024
Q2 | – | Sell |
-77,226
| Closed | -$13.5M | – | 286 |
|
|
2024
Q1 | $13.5M | Buy |
77,226
+311
| +0.4% | +$54.4K | 1.55% | 15 |
|
|
2023
Q4 | $13.1M | Buy |
76,915
+184
| +0.2% | +$31.3K | 1.64% | 13 |
|
|
2023
Q3 | $13M | Sell |
76,731
-118
| -0.2% | -$20K | 1.82% | 9 |
|
|
2023
Q2 | $14.2M | Sell |
76,849
-119
| -0.2% | -$22K | 1.87% | 7 |
|
|
2023
Q1 | $14M | Sell |
76,968
-354
| -0.5% | -$64.5K | 1.92% | 5 |
|
|
2022
Q4 | $14M | Buy |
+77,322
| New | +$14M | 2.02% | 7 |
|