Fulcrum Equity 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 | – | Sell |
-1,589
| Closed | -$238K | – | 119 |
|
|
2025
Q1 | $238K | Sell |
1,589
-135
| -8% | -$20.2K | 0.26% | 81 |
|
|
2024
Q4 | $262K | Sell |
1,724
-1,722
| -50% | -$262K | 0.26% | 88 |
|
|
2024
Q3 | $586K | Sell |
3,446
-263
| -7% | -$44.7K | 0.5% | 63 |
|
|
2024
Q2 | $612K | Buy |
3,709
+151
| +4% | +$24.9K | 0.55% | 59 |
|
|
2024
Q1 | $623K | Buy |
3,558
+603
| +20% | +$106K | 0.73% | 47 |
|
|
2023
Q4 | $502K | Buy |
2,955
+1,335
| +82% | +$227K | 0.62% | 41 |
|
|
2023
Q3 | $274K | Buy |
+1,620
| New | +$274K | 0.32% | 78 |
|