Frazier 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 | $35K | Buy |
265
+122
| +85% | +$16.1K | 0.02% | 191 |
|
2025
Q1 | $21.4K | Hold |
143
| – | – | 0.02% | 238 |
|
2024
Q4 | $21.7K | Buy |
143
+21
| +17% | +$3.19K | 0.02% | 242 |
|
2024
Q3 | $20.7K | Sell |
122
-184
| -60% | -$31.3K | 0.02% | 251 |
|
2024
Q2 | $50.5K | Buy |
306
+25
| +9% | +$4.12K | 0.04% | 149 |
|
2024
Q1 | $49.2K | Buy |
281
+149
| +113% | +$26.1K | 0.04% | 155 |
|
2023
Q4 | $22.4K | Buy |
+132
| New | +$22.4K | 0.02% | 219 |
|