Lane & Associates’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $333K | Buy |
2,221
+122
| +6% | +$18.3K | 0.18% | 87 |
|
|
2024
Q4 | $316K | Sell |
2,099
-123
| -6% | -$18.5K | 0.16% | 99 |
|
|
2024
Q3 | $378K | Sell |
2,222
-253
| -10% | -$43K | 0.21% | 77 |
|
|
2024
Q2 | $408K | Buy |
2,475
+184
| +8% | +$30.3K | 0.24% | 71 |
|
|
2024
Q1 | $401K | Sell |
2,291
-138
| -6% | -$24.2K | 0.25% | 71 |
|
|
2023
Q4 | $413K | Sell |
2,429
-1,059
| -30% | -$180K | 0.3% | 67 |
|
|
2023
Q3 | $591K | Buy |
3,488
+14
| +0.4% | +$2.37K | 0.47% | 47 |
|
|
2023
Q2 | $643K | Buy |
3,474
+121
| +4% | +$22.4K | 0.51% | 40 |
|
|
2023
Q1 | $611K | Sell |
3,353
-220
| -6% | -$40.1K | 0.55% | 41 |
|
|
2022
Q4 | $646K | Buy |
+3,573
| New | +$646K | 0.61% | 39 |
|