Harel Insurance Investments & Financial Services’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Buy |
2,250
+620
| +38% | +$81.8K | ﹤0.01% | 257 |
|
|
2025
Q1 | $244K | Buy |
+1,630
| New | +$244K | ﹤0.01% | 258 |
|
|
2024
Q4 | – | Sell |
-1,123
| Closed | -$191K | – | 507 |
|
|
2024
Q3 | $191K | Sell |
1,123
-3,663
| -77% | -$623K | ﹤0.01% | 227 |
|
|
2024
Q2 | $795K | Buy |
4,786
+928
| +24% | +$154K | 0.02% | 160 |
|
|
2024
Q1 | $675K | Sell |
3,858
-62
| -2% | -$10.8K | 0.01% | 153 |
|
|
2023
Q4 | $664K | Sell |
3,920
-854
| -18% | -$145K | 0.01% | 186 |
|
|
2023
Q3 | $810K | Buy |
4,774
+1,124
| +31% | +$191K | 0.02% | 172 |
|
|
2023
Q2 | $672K | Buy |
3,650
+1,163
| +47% | +$214K | 0.02% | 183 |
|
|
2023
Q1 | $450K | Sell |
2,487
-922
| -27% | -$167K | 0.01% | 245 |
|
|
2022
Q4 | $618K | Buy |
3,409
+2,337
| +218% | +$424K | 0.01% | 187 |
|
|
2022
Q3 | $178K | Buy |
1,072
+867
| +423% | +$144K | ﹤0.01% | 306 |
|
|
2022
Q2 | $34K | Sell |
205
-157
| -43% | -$26K | ﹤0.01% | 571 |
|
|
2022
Q1 | $61K | Sell |
362
-376
| -51% | -$63.4K | ﹤0.01% | 495 |
|
|
2021
Q4 | $127K | Buy |
738
+337
| +84% | +$58K | ﹤0.01% | 475 |
|
|
2021
Q3 | $60K | Sell |
401
-3,027
| -88% | -$453K | ﹤0.01% | 518 |
|
|
2021
Q2 | $1.66M | Sell |
3,428
-1,525
| -31% | -$737K | 0.04% | 229 |
|
|
2021
Q1 | $2.34M | Sell |
4,953
-1,738
| -26% | -$821K | 0.04% | 223 |
|
|
2020
Q4 | $3.19M | Hold |
6,691
| – | – | 0.08% | 125 |
|
|
2020
Q3 | $927K | Buy |
6,691
+4,128
| +161% | +$572K | 0.03% | 130 |
|
|
2020
Q2 | $339K | Sell |
2,563
-1,382
| -35% | -$183K | 0.01% | 178 |
|
|
2020
Q1 | $474K | Sell |
3,945
-275
| -7% | -$33K | 0.02% | 104 |
|
|
2019
Q4 | $577K | Buy |
4,220
+2,520
| +148% | +$345K | 0.03% | 114 |
|
|
2019
Q3 | $233K | Buy |
1,700
+327
| +24% | +$44.8K | 0.02% | 190 |
|
|
2019
Q2 | $180K | Buy |
1,373
+73
| +6% | +$9.57K | 0.01% | 204 |
|
|
2019
Q1 | $159K | Hold |
1,300
| – | – | 0.01% | 146 |
|
|
2018
Q4 | $144K | Sell |
1,300
-663
| -34% | -$73.4K | 0.01% | 205 |
|
|
2018
Q3 | $198K | Sell |
1,963
-3,267
| -62% | -$330K | 0.01% | 202 |
|
|
2018
Q2 | $569K | Sell |
5,230
-870
| -14% | -$94.7K | 0.03% | 122 |
|
|
2018
Q1 | $666K | Buy |
6,100
+4,600
| +307% | +$502K | 0.04% | 124 |
|
|
2017
Q4 | $180K | Buy |
1,500
+1,050
| +233% | +$126K | 0.01% | 219 |
|
|
2017
Q3 | $50K | Hold |
450
| – | – | ﹤0.01% | 291 |
|
|
2017
Q2 | $52K | Hold |
450
| – | – | ﹤0.01% | 293 |
|
|
2017
Q1 | $51K | Buy |
+450
| New | +$51K | ﹤0.01% | 263 |
|
|
2016
Q3 | – | Sell |
-620
| Closed | -$66K | – | 619 |
|
|
2016
Q2 | $66K | Buy |
+620
| New | +$66K | 0.01% | 302 |
|