Marathon Strategic 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 | $252K | Hold |
1,906
| – | – | 0.23% | 38 |
|
2025
Q1 | $286K | Hold |
1,906
| – | – | 0.31% | 34 |
|
2024
Q4 | $290K | Hold |
1,906
| – | – | 0.31% | 32 |
|
2024
Q3 | $324K | Hold |
1,906
| – | – | 0.34% | 28 |
|
2024
Q2 | $314K | Buy |
+1,906
| New | +$314K | 0.37% | 31 |
|
2024
Q1 | – | Sell |
-1,906
| Closed | -$324K | – | 31 |
|
2023
Q4 | $324K | Buy |
+1,906
| New | +$324K | 0.44% | 27 |
|