Independent Family Office’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Sell |
1,635
-100
| -6% | -$13.2K | 0.1% | 73 |
|
|
2025
Q1 | $260K | Hold |
1,735
| – | – | 0.14% | 65 |
|
|
2024
Q4 | $264K | Sell |
1,735
-57
| -3% | -$8.67K | 0.14% | 64 |
|
|
2024
Q3 | $306K | Buy |
1,792
+492
| +38% | +$83.9K | 0.15% | 60 |
|
|
2024
Q2 | $212K | Sell |
1,300
-492
| -27% | -$80.4K | 0.12% | 69 |
|
|
2024
Q1 | $314K | Hold |
1,792
| – | – | 0.17% | 62 |
|
|
2023
Q4 | $304K | Hold |
1,792
| – | – | 0.17% | 55 |
|
|
2023
Q3 | $304K | Buy |
1,792
+100
| +6% | +$16.9K | 0.19% | 54 |
|
|
2023
Q2 | $313K | Hold |
1,692
| – | – | 0.19% | 54 |
|
|
2023
Q1 | $308K | Hold |
1,692
| – | – | 0.18% | 57 |
|
|
2022
Q4 | $306K | Hold |
1,692
| – | – | 0.18% | 57 |
|
|
2022
Q3 | $276K | Hold |
1,692
| – | – | 0.14% | 58 |
|
|
2022
Q2 | $282 | Sell |
1,692
-82
| -5% | -$14 | 0.14% | 56 |
|
|
2022
Q1 | $297K | Hold |
1,774
| – | – | 0.1% | 59 |
|
|
2021
Q4 | $308K | Buy |
1,774
+82
| +5% | +$14.2K | 0.12% | 48 |
|
|
2021
Q3 | $254K | Sell |
1,692
-82
| -5% | -$12.3K | 0.1% | 44 |
|
|
2021
Q2 | $263K | Buy |
1,774
+459
| +35% | +$68K | 0.1% | 49 |
|
|
2021
Q1 | $251K | Sell |
1,315
-460
| -26% | -$87.8K | 0.1% | 57 |
|
|
2020
Q4 | $263K | Hold |
1,775
| – | – | 0.11% | 52 |
|
|
2020
Q3 | $246K | Sell |
1,775
-1,500
| -46% | -$208K | 0.12% | 51 |
|
|
2020
Q2 | $432K | Hold |
3,275
| – | – | 0.22% | 38 |
|
|
2020
Q1 | $393K | Hold |
3,275
| – | – | 0.24% | 35 |
|
|
2019
Q4 | $448K | Buy |
+3,275
| New | +$448K | 0.28% | 33 |
|