Kohmann Bosshard Financial Services’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Sell |
1,861
-250
| -12% | -$33K | 0.03% | 169 |
|
|
2025
Q1 | $317K | Sell |
2,111
-89
| -4% | -$13.3K | 0.04% | 157 |
|
|
2024
Q4 | $335K | Sell |
2,200
-267
| -11% | -$40.6K | 0.04% | 138 |
|
|
2024
Q3 | $420K | Hold |
2,467
| – | – | 0.05% | 129 |
|
|
2024
Q2 | $407K | Hold |
2,467
| – | – | 0.05% | 126 |
|
|
2024
Q1 | $432K | Buy |
2,467
+192
| +8% | +$33.6K | 0.06% | 121 |
|
|
2023
Q4 | $386K | Buy |
2,275
+91
| +4% | +$15.5K | 0.06% | 124 |
|
|
2023
Q3 | $370K | Hold |
2,184
| – | – | 0.06% | 120 |
|
|
2023
Q2 | $405K | Buy |
2,184
+270
| +14% | +$50K | 0.07% | 113 |
|
|
2023
Q1 | $349K | Hold |
1,914
| – | – | 0.07% | 107 |
|
|
2022
Q4 | $346K | Buy |
1,914
+235
| +14% | +$42.5K | 0.07% | 103 |
|
|
2022
Q3 | $274K | Sell |
1,679
-26
| -2% | -$4.24K | 0.06% | 104 |
|
|
2022
Q2 | $284K | Sell |
1,705
-347
| -17% | -$57.8K | 0.06% | 103 |
|
|
2022
Q1 | $343K | Buy |
2,052
+772
| +60% | +$129K | 0.07% | 94 |
|
|
2021
Q4 | $222K | Buy |
+1,280
| New | +$222K | 0.04% | 104 |
|
|
2020
Q3 | – | Sell |
-966
| Closed | -$128K | – | 118 |
|
|
2020
Q2 | $128K | Buy |
966
+16
| +2% | +$2.12K | 0.05% | 113 |
|
|
2020
Q1 | $114K | Buy |
+950
| New | +$114K | 0.05% | 107 |
|