M3 Advisory Group’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
+1,542
| New | +$204K | 0.14% | 145 |
|
|
2024
Q4 | – | Sell |
-2,070
| Closed | -$352K | – | 158 |
|
|
2024
Q3 | $352K | Buy |
2,070
+153
| +8% | +$26K | 0.26% | 87 |
|
|
2024
Q2 | $316K | Buy |
1,917
+5
| +0.3% | +$825 | 0.26% | 91 |
|
|
2024
Q1 | $335K | Sell |
1,912
-190
| -9% | -$33.3K | 0.3% | 80 |
|
|
2023
Q4 | $357K | Buy |
+2,102
| New | +$357K | 0.42% | 53 |
|