Legacy Trust’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
9,709
-44
| -0.5% | -$5.81K | 0.31% | 64 |
|
|
2025
Q1 | $1.46M | Sell |
9,753
-176
| -2% | -$26.4K | 0.35% | 64 |
|
|
2024
Q4 | $1.51M | Sell |
9,929
-621
| -6% | -$94.4K | 0.35% | 65 |
|
|
2024
Q3 | $1.79M | Buy |
10,550
+358
| +4% | +$60.9K | 0.41% | 64 |
|
|
2024
Q2 | $1.68M | Sell |
10,192
-4
| -0% | -$660 | 0.42% | 62 |
|
|
2024
Q1 | $1.78M | Buy |
10,196
+172
| +2% | +$30.1K | 0.45% | 60 |
|
|
2023
Q4 | $1.7M | Hold |
10,024
| – | – | 0.44% | 61 |
|
|
2023
Q3 | $1.7M | Sell |
10,024
-570
| -5% | -$96.6K | 0.49% | 61 |
|
|
2023
Q2 | $1.96M | Hold |
10,594
| – | – | 0.54% | 59 |
|
|
2023
Q1 | $1.93M | Sell |
10,594
-179
| -2% | -$32.6K | 0.58% | 57 |
|
|
2022
Q4 | $1.95M | Buy |
+10,773
| New | +$1.95M | 0.6% | 52 |
|