Investment Partners Asset Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $681K | Sell |
5,154
-231
| -4% | -$30.5K | 0.47% | 62 |
|
|
2025
Q1 | $807K | Buy |
5,385
+1,407
| +35% | +$211K | 0.63% | 45 |
|
|
2024
Q4 | $605K | Buy |
3,978
+431
| +12% | +$65.5K | 0.47% | 60 |
|
|
2024
Q3 | $603K | Buy |
3,547
+672
| +23% | +$114K | 0.49% | 61 |
|
|
2024
Q2 | $474K | Buy |
2,875
+15
| +0.5% | +$2.47K | 0.42% | 74 |
|
|
2024
Q1 | $501K | Buy |
2,860
+721
| +34% | +$126K | 0.45% | 69 |
|
|
2023
Q4 | $363K | Buy |
+2,139
| New | +$363K | 0.36% | 84 |
|