Halter Ferguson Financial’s PepsiCo PEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,332
Closed -$227K 34
2024
Q3
$227K Buy
1,332
+25
+2% +$4.25K 0.12% 30
2024
Q2
$216K Hold
1,307
0.15% 27
2024
Q1
$229K Sell
1,307
-32
-2% -$5.6K 0.18% 26
2023
Q4
$227K Buy
+1,339
New +$227K 0.15% 28