Mendota Financial Group’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-270
| Closed | -$41.1K | – | 298 |
|
|
2024
Q4 | $41.1K | Sell |
270
-3
| -1% | -$456 | 0.03% | 172 |
|
|
2024
Q3 | $46.4K | Sell |
273
-17
| -6% | -$2.89K | 0.02% | 181 |
|
|
2024
Q2 | $47.9K | Sell |
290
-25
| -8% | -$4.13K | 0.03% | 176 |
|
|
2024
Q1 | $55.1K | Sell |
315
-157
| -33% | -$27.5K | 0.03% | 175 |
|
|
2023
Q4 | $80.2K | Buy |
472
+285
| +152% | +$48.4K | 0.06% | 163 |
|
|
2023
Q3 | $31.7K | Hold |
187
| – | – | 0.03% | 157 |
|
|
2023
Q2 | $34.6K | Sell |
187
-25
| -12% | -$4.63K | 0.04% | 149 |
|
|
2023
Q1 | $35.5K | Hold |
212
| – | – | 0.04% | 160 |
|
|
2022
Q4 | $38.3K | Buy |
+212
| New | +$38.3K | 0.05% | 142 |
|