Inspire Trust Company’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.7M | Buy |
28,000
+6,000
| +27% | +$792K | 0.76% | 56 |
|
2025
Q1 | $3.3M | Buy |
22,000
+4,875
| +28% | +$731K | 0.78% | 56 |
|
2024
Q4 | $2.6M | Buy |
17,125
+4,825
| +39% | +$734K | 0.67% | 68 |
|
2024
Q3 | $2.09M | Buy |
12,300
+1,355
| +12% | +$230K | 0.58% | 73 |
|
2024
Q2 | $1.81M | Buy |
10,945
+4,695
| +75% | +$774K | 0.6% | 65 |
|
2024
Q1 | $1.09M | Buy |
6,250
+3,100
| +98% | +$543K | 0.61% | 62 |
|
2023
Q4 | $535K | Buy |
+3,150
| New | +$535K | 0.55% | 62 |
|