Lakeshore Financial Planning’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,444
| Closed | -$217K | – | 79 |
|
|
2025
Q1 | $217K | Buy |
1,444
+8
| +0.6% | +$1.2K | 0.09% | 69 |
|
|
2024
Q4 | $219K | Hold |
1,436
| – | – | 0.09% | 69 |
|
|
2024
Q3 | $244K | Buy |
1,436
+3
| +0.2% | +$511 | 0.11% | 62 |
|
|
2024
Q2 | $237K | Buy |
1,433
+7
| +0.5% | +$1.16K | 0.12% | 56 |
|
|
2024
Q1 | $250K | Sell |
1,426
-34
| -2% | -$5.96K | 0.13% | 53 |
|
|
2023
Q4 | $248K | Sell |
1,460
-72
| -5% | -$12.2K | 0.14% | 47 |
|
|
2023
Q3 | $260K | Buy |
+1,532
| New | +$260K | 0.15% | 49 |
|