FWL Investment 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 | $63.1K | Hold |
478
| – | – | 0.02% | 140 |
|
2025
Q1 | $71.7K | Sell |
478
-8,161
| -94% | -$1.22M | 0.03% | 131 |
|
2024
Q4 | $1.31M | Buy |
8,639
+251
| +3% | +$38.2K | 0.48% | 47 |
|
2024
Q3 | $1.43M | Buy |
8,388
+8,028
| +2,230% | +$1.37M | 0.55% | 43 |
|
2024
Q2 | $59.4K | Buy |
+360
| New | +$59.4K | 0.03% | 97 |
|
2023
Q1 | – | Sell |
-649
| Closed | -$117K | – | 162 |
|
2022
Q4 | $117K | Buy |
+649
| New | +$117K | 0.09% | 65 |
|