GFG
Goldstone Financial Group’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
8,723
+3,460
| +66% | +$468K | 0.16% | 86 |
|
|
2025
Q1 | $789K | Buy |
5,263
+55
| +1% | +$8.25K | 0.12% | 105 |
|
|
2024
Q4 | $792K | Buy |
5,208
+115
| +2% | +$17.5K | 0.12% | 97 |
|
|
2024
Q3 | $866K | Sell |
5,093
-2,432
| -32% | -$414K | 0.15% | 95 |
|
|
2024
Q2 | $1.24M | Sell |
7,525
-215
| -3% | -$35.5K | 0.25% | 69 |
|
|
2024
Q1 | $1.35M | Sell |
7,740
-152
| -2% | -$26.6K | 0.31% | 61 |
|
|
2023
Q4 | $1.34M | Sell |
7,892
-91
| -1% | -$15.5K | 0.35% | 54 |
|
|
2023
Q3 | $1.35M | Buy |
7,983
+8
| +0.1% | +$1.36K | 0.4% | 49 |
|
|
2023
Q2 | $1.48M | Sell |
7,975
-1,067
| -12% | -$198K | 0.43% | 44 |
|
|
2023
Q1 | $1.65M | Buy |
+9,042
| New | +$1.65M | 0.54% | 34 |
|