Joule Financial’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $404K | Buy |
3,057
+274
| +10% | +$36.2K | 0.13% | 71 |
|
|
2025
Q1 | $417K | Sell |
2,783
-36
| -1% | -$5.4K | 0.15% | 68 |
|
|
2024
Q4 | $429K | Buy |
2,819
+21
| +0.8% | +$3.19K | 0.15% | 65 |
|
|
2024
Q3 | $476K | Buy |
2,798
+139
| +5% | +$23.6K | 0.17% | 62 |
|
|
2024
Q2 | $439K | Buy |
2,659
+144
| +6% | +$23.8K | 0.18% | 64 |
|
|
2024
Q1 | $444K | Sell |
2,515
-203
| -7% | -$35.8K | 0.18% | 60 |
|
|
2023
Q4 | $462K | Sell |
2,718
-50
| -2% | -$8.49K | 0.21% | 59 |
|
|
2023
Q3 | $469K | Buy |
2,768
+48
| +2% | +$8.13K | 0.24% | 55 |
|
|
2023
Q2 | $504K | Buy |
2,720
+143
| +6% | +$26.5K | 0.26% | 48 |
|
|
2023
Q1 | $470K | Buy |
2,577
+238
| +10% | +$43.4K | 0.25% | 49 |
|
|
2022
Q4 | $423K | Buy |
2,339
+175
| +8% | +$31.6K | 0.28% | 50 |
|
|
2022
Q3 | $353K | Buy |
2,164
+359
| +20% | +$58.6K | 0.26% | 57 |
|
|
2022
Q2 | $301K | Buy |
+1,805
| New | +$301K | 0.23% | 58 |
|