Golden State Equity Partners’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $955K | Sell |
7,231
-1,045
| -13% | -$138K | 0.18% | 142 |
|
|
2025
Q1 | $1.24M | Buy |
8,276
+462
| +6% | +$69.3K | 0.25% | 103 |
|
|
2024
Q4 | $1.19M | Buy |
7,814
+7,202
| +1,177% | +$1.1M | 0.23% | 113 |
|
|
2024
Q3 | $104K | Sell |
612
-7,031
| -92% | -$1.2M | 0.05% | 273 |
|
|
2024
Q2 | $1.26M | Buy |
+7,643
| New | +$1.26M | 0.26% | 92 |
|
|
2023
Q4 | $1.38M | Buy |
8,129
+98
| +1% | +$16.6K | 0.34% | 74 |
|
|
2023
Q3 | $1.36M | Buy |
8,031
+489
| +6% | +$82.9K | 0.38% | 67 |
|
|
2023
Q2 | $1.4M | Buy |
7,542
+4,435
| +143% | +$821K | 0.39% | 57 |
|
|
2023
Q1 | $566K | Buy |
+3,107
| New | +$566K | 0.31% | 85 |
|
|
2022
Q1 | $202K | Sell |
1,209
-3
| -0.2% | -$501 | 0.1% | 179 |
|
|
2021
Q4 | $211K | Sell |
1,212
-302
| -20% | -$52.6K | 0.11% | 159 |
|
|
2021
Q3 | $228K | Sell |
1,514
-273
| -15% | -$41.1K | 0.09% | 204 |
|
|
2021
Q2 | $265K | Buy |
1,787
+191
| +12% | +$28.3K | 0.1% | 200 |
|
|
2021
Q1 | $226K | Buy |
+1,596
| New | +$226K | 0.13% | 151 |
|