Legend Financial Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.5K | Buy |
+216
| New | +$28.5K | 0.02% | 75 |
|
|
2025
Q1 | – | Sell |
-711
| Closed | -$108K | – | 187 |
|
|
2024
Q4 | $108K | Sell |
711
-616
| -46% | -$93.7K | 0.08% | 40 |
|
|
2024
Q3 | $226K | Sell |
1,327
-74
| -5% | -$12.6K | 0.16% | 33 |
|
|
2024
Q2 | $231K | Sell |
1,401
-10
| -0.7% | -$1.65K | 0.16% | 37 |
|
|
2024
Q1 | $247K | Buy |
1,411
+1,317
| +1,401% | +$230K | 0.18% | 36 |
|
|
2023
Q4 | $16K | Buy |
94
+20
| +27% | +$3.4K | 0.01% | 100 |
|
|
2023
Q3 | $12.5K | Sell |
74
-62
| -46% | -$10.5K | 0.01% | 125 |
|
|
2023
Q2 | $25.2K | Hold |
136
| – | – | 0.02% | 87 |
|
|
2023
Q1 | $24.8K | Sell |
136
-31
| -19% | -$5.65K | 0.02% | 91 |
|
|
2022
Q4 | $30.2K | Buy |
167
+93
| +126% | +$16.8K | 0.03% | 89 |
|
|
2022
Q3 | $12.1K | Buy |
+74
| New | +$12.1K | 0.01% | 133 |
|
|
2020
Q2 | – | Sell |
-2,806
| Closed | -$337K | – | 35 |
|
|
2020
Q1 | $337K | Hold |
2,806
| – | – | 0.3% | 20 |
|
|
2019
Q4 | $383K | Hold |
2,806
| – | – | 0.33% | 23 |
|
|
2019
Q3 | $385K | Sell |
2,806
-367
| -12% | -$50.4K | 0.33% | 25 |
|
|
2019
Q2 | $416K | Buy |
3,173
+463
| +17% | +$60.7K | 0.37% | 26 |
|
|
2019
Q1 | $332K | Buy |
+2,710
| New | +$332K | 0.36% | 26 |
|