HFG 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 | – | Sell |
-1,454
| Closed | -$218K | – | 104 |
|
|
2025
Q1 | $218K | Hold |
1,454
| – | – | 0.19% | 86 |
|
|
2024
Q4 | $221K | Hold |
1,454
| – | – | 0.19% | 85 |
|
|
2024
Q3 | $247K | Hold |
1,454
| – | – | 0.22% | 82 |
|
|
2024
Q2 | $240K | Hold |
1,454
| – | – | 0.22% | 78 |
|
|
2024
Q1 | $254K | Sell |
1,454
-530
| -27% | -$92.7K | 0.23% | 87 |
|
|
2023
Q4 | $337K | Sell |
1,984
-6
| -0.3% | -$1.02K | 0.32% | 63 |
|
|
2023
Q3 | $337K | Buy |
1,990
+26
| +1% | +$4.41K | 0.37% | 62 |
|
|
2023
Q2 | $364K | Hold |
1,964
| – | – | 0.38% | 57 |
|
|
2023
Q1 | $358K | Hold |
1,964
| – | – | 0.41% | 55 |
|
|
2022
Q4 | $355K | Hold |
1,964
| – | – | 0.42% | 51 |
|
|
2022
Q3 | $321K | Sell |
1,964
-520
| -21% | -$85K | 0.45% | 50 |
|
|
2022
Q2 | $414K | Hold |
2,484
| – | – | 0.56% | 45 |
|
|
2022
Q1 | $416K | Hold |
2,484
| – | – | 0.48% | 44 |
|
|
2021
Q4 | $431K | Buy |
+2,484
| New | +$431K | 0.49% | 45 |
|