LRI Investments’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
9,398
+18
| +0.2% | +$2.38K | 0.11% | 91 |
|
|
2025
Q1 | $1.41M | Sell |
9,380
-77
| -0.8% | -$11.5K | 0.14% | 72 |
|
|
2024
Q4 | $1.44M | Hold |
9,457
| – | – | 0.14% | 58 |
|
|
2024
Q3 | $1.56M | Buy |
9,457
+1,623
| +21% | +$268K | 0.15% | 57 |
|
|
2024
Q2 | $1.29M | Buy |
7,834
+4,957
| +172% | +$818K | 0.15% | 50 |
|
|
2024
Q1 | $504K | Buy |
+2,877
| New | +$504K | 0.13% | 75 |
|