FWG Investments’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-2,006
| Closed | -$305K | – | 97 |
|
2024
Q4 | $305K | Sell |
2,006
-184
| -8% | -$28K | 0.24% | 96 |
|
2024
Q3 | $372K | Buy |
2,190
+287
| +15% | +$48.8K | 0.32% | 74 |
|
2024
Q2 | $314K | Sell |
1,903
-24
| -1% | -$3.96K | 0.32% | 75 |
|
2024
Q1 | $337K | Buy |
1,927
+197
| +11% | +$34.5K | 0.37% | 68 |
|
2023
Q4 | $294K | Buy |
+1,730
| New | +$294K | 0.36% | 64 |
|