Midwest 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
Q2 | $369K | Buy |
2,798
+108
| +4% | +$14.3K | 0.19% | 80 |
|
2025
Q1 | $403K | Buy |
2,690
+13
| +0.5% | +$1.95K | 0.23% | 74 |
|
2024
Q4 | $407K | Sell |
2,677
-2,825
| -51% | -$430K | 0.23% | 78 |
|
2024
Q3 | $936K | Buy |
5,502
+16
| +0.3% | +$2.72K | 0.55% | 43 |
|
2024
Q2 | $905K | Buy |
5,486
+61
| +1% | +$10.1K | 0.58% | 45 |
|
2024
Q1 | $949K | Buy |
5,425
+271
| +5% | +$47.4K | 0.64% | 42 |
|
2023
Q4 | $875K | Buy |
5,154
+56
| +1% | +$9.51K | 0.65% | 43 |
|
2023
Q3 | $864K | Buy |
5,098
+5
| +0.1% | +$847 | 0.73% | 40 |
|
2023
Q2 | $943K | Sell |
5,093
-54
| -1% | -$10K | 0.8% | 32 |
|
2023
Q1 | $938K | Buy |
+5,147
| New | +$938K | 0.86% | 31 |
|