Mirabella Financial Services’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.71M | Sell |
12,912
-37,824
| -75% | -$5.02M | 0.18% | 88 |
|
2025
Q1 | $7.63M | Buy |
50,736
+30,577
| +152% | +$4.6M | 0.3% | 57 |
|
2024
Q4 | $3.06M | Buy |
+20,159
| New | +$3.06M | 0.28% | 71 |
|
2024
Q3 | – | Sell |
-4,463
| Closed | -$736K | – | 386 |
|
2024
Q2 | $736K | Buy |
+4,463
| New | +$736K | 0.05% | 200 |
|
2023
Q3 | – | Sell |
-5,907
| Closed | -$1.09M | – | 557 |
|
2023
Q2 | $1.09M | Buy |
+5,907
| New | +$1.09M | 0.12% | 184 |
|
2021
Q2 | – | Sell |
-1,516
| Closed | -$215K | – | 378 |
|
2021
Q1 | $215K | Buy |
+1,516
| New | +$215K | 0.07% | 236 |
|
2020
Q2 | – | Sell |
-11,013
| Closed | -$1.32M | – | 194 |
|
2020
Q1 | $1.32M | Sell |
11,013
-18,692
| -63% | -$2.25M | 0.76% | 37 |
|
2019
Q4 | $4.06M | Buy |
+29,705
| New | +$4.06M | 0.73% | 39 |
|