Game Plan 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 | $67.3K | Hold |
510
| – | – | 0.03% | 132 |
|
2025
Q1 | $76.5K | Hold |
510
| – | – | 0.04% | 125 |
|
2024
Q4 | $77.3K | Hold |
510
| – | – | 0.04% | 125 |
|
2024
Q3 | $86.7K | Hold |
510
| – | – | 0.04% | 123 |
|
2024
Q2 | $84.1K | Hold |
510
| – | – | 0.04% | 130 |
|
2024
Q1 | $89.3K | Hold |
510
| – | – | 0.05% | 123 |
|
2023
Q4 | $86.6K | Buy |
+510
| New | +$86.6K | 0.05% | 126 |
|
2020
Q1 | – | Sell |
-7,175
| Closed | -$981K | – | 99 |
|
2019
Q4 | $981K | Buy |
+7,175
| New | +$981K | 0.92% | 36 |
|