Intrepid Financial Planning 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 | $333K | Sell |
2,525
-22
| -0.9% | -$2.91K | 0.14% | 88 |
|
|
2025
Q1 | $382K | Buy |
2,547
+22
| +0.9% | +$3.3K | 0.18% | 82 |
|
|
2024
Q4 | $384K | Sell |
2,525
-24
| -0.9% | -$3.65K | 0.16% | 86 |
|
|
2024
Q3 | $433K | Sell |
2,549
-16
| -0.6% | -$2.72K | 0.19% | 78 |
|
|
2024
Q2 | $423K | Buy |
2,565
+555
| +28% | +$91.5K | 0.18% | 79 |
|
|
2024
Q1 | $352K | Hold |
2,010
| – | – | 0.15% | 90 |
|
|
2023
Q4 | $341K | Hold |
2,010
| – | – | 0.16% | 84 |
|
|
2023
Q3 | $341K | Buy |
2,010
+600
| +43% | +$102K | 0.18% | 77 |
|
|
2023
Q2 | $261K | Hold |
1,410
| – | – | 0.13% | 96 |
|
|
2023
Q1 | $257K | Hold |
1,410
| – | – | 0.13% | 93 |
|
|
2022
Q4 | $255K | Hold |
1,410
| – | – | 0.14% | 89 |
|
|
2022
Q3 | $230K | Buy |
1,410
+100
| +8% | +$16.3K | 0.13% | 86 |
|
|
2022
Q2 | $218K | Buy |
+1,310
| New | +$218K | 0.12% | 91 |
|