JSF 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 | $250K | Buy |
1,897
+69
| +4% | +$9.11K | 0.06% | 107 |
|
|
2025
Q1 | $274K | Sell |
1,828
-3
| -0.2% | -$450 | 0.07% | 102 |
|
|
2024
Q4 | $278K | Hold |
1,831
| – | – | 0.07% | 106 |
|
|
2024
Q3 | $311K | Sell |
1,831
-4
| -0.2% | -$680 | 0.09% | 89 |
|
|
2024
Q2 | $303K | Buy |
1,835
+1
| +0.1% | +$165 | 0.09% | 92 |
|
|
2024
Q1 | $321K | Buy |
1,834
+1
| +0.1% | +$175 | 0.1% | 90 |
|
|
2023
Q4 | $311K | Sell |
1,833
-2,818
| -61% | -$479K | 0.11% | 84 |
|
|
2023
Q3 | $788K | Buy |
4,651
+2,643
| +132% | +$448K | 0.31% | 42 |
|
|
2023
Q2 | $372K | Sell |
2,008
-100
| -5% | -$18.5K | 0.13% | 74 |
|
|
2023
Q1 | $384K | Buy |
2,108
+135
| +7% | +$24.6K | 0.14% | 84 |
|
|
2022
Q4 | $356K | Buy |
1,973
+15
| +0.8% | +$2.71K | 0.13% | 86 |
|
|
2022
Q3 | $320K | Sell |
1,958
-516
| -21% | -$84.3K | 0.12% | 86 |
|
|
2022
Q2 | $412K | Buy |
2,474
+620
| +33% | +$103K | 0.19% | 73 |
|
|
2022
Q1 | $310K | Buy |
1,854
+8
| +0.4% | +$1.34K | 0.13% | 82 |
|
|
2021
Q4 | $321K | Sell |
1,846
-134
| -7% | -$23.3K | 0.16% | 79 |
|
|
2021
Q3 | $298K | Buy |
1,980
+230
| +13% | +$34.6K | 0.15% | 85 |
|
|
2021
Q2 | $259K | Buy |
1,750
+116
| +7% | +$17.2K | 0.15% | 84 |
|
|
2021
Q1 | $231K | Buy |
1,634
+99
| +6% | +$14K | 0.15% | 80 |
|
|
2020
Q4 | $228K | Buy |
1,535
+31
| +2% | +$4.61K | 0.16% | 78 |
|
|
2020
Q3 | $208K | Sell |
1,504
-117
| -7% | -$16.2K | 0.16% | 68 |
|
|
2020
Q2 | $214K | Buy |
+1,621
| New | +$214K | 0.19% | 59 |
|
|
2020
Q1 | – | Sell |
-1,564
| Closed | -$214K | – | 72 |
|
|
2019
Q4 | $214K | Hold |
1,564
| – | – | 0.21% | 60 |
|
|
2019
Q3 | $214K | Hold |
1,564
| – | – | 0.23% | 57 |
|
|
2019
Q2 | $205K | Buy |
+1,564
| New | +$205K | 0.22% | 57 |
|