Houlihan Financial Resource Group’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $433K | Hold |
3,242
| – | – | 0.18% | 76 |
|
|
2025
Q1 | $486K | Sell |
3,242
-80
| -2% | -$12K | 0.22% | 68 |
|
|
2024
Q4 | $505K | Sell |
3,322
-120
| -3% | -$18.2K | 0.22% | 68 |
|
|
2024
Q3 | $585K | Buy |
+3,442
| New | +$585K | 0.24% | 64 |
|
|
2024
Q2 | – | Sell |
-3,279
| Closed | -$574K | – | 87 |
|
|
2024
Q1 | $574K | Sell |
3,279
-10
| -0.3% | -$1.75K | 0.26% | 62 |
|
|
2023
Q4 | $559K | Hold |
3,289
| – | – | 0.27% | 59 |
|
|
2023
Q3 | $552K | Buy |
+3,289
| New | +$552K | 0.3% | 58 |
|
|
2023
Q2 | – | Sell |
-3,314
| Closed | -$604K | – | 162 |
|
|
2023
Q1 | $604K | Sell |
3,314
-100
| -3% | -$18.2K | 0.33% | 55 |
|
|
2022
Q4 | $606K | Hold |
3,414
| – | – | 0.35% | 54 |
|
|
2022
Q3 | $576K | Buy |
+3,414
| New | +$576K | 0.35% | 55 |
|
|
2020
Q3 | $684K | Buy |
+4,754
| New | +$684K | 0.39% | 49 |
|
|
2020
Q1 | $549K | Hold |
4,569
| – | – | 0.48% | 49 |
|
|
2019
Q4 | $624K | Buy |
+4,569
| New | +$624K | 0.4% | 55 |
|