Morris Financial Concepts’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Sell |
2,719
-2,138
| -44% | -$282K | 0.14% | 87 |
|
|
2025
Q1 | $728K | Buy |
4,857
+35
| +0.7% | +$5.25K | 0.31% | 53 |
|
|
2024
Q4 | $733K | Buy |
4,822
+1
| +0% | +$152 | 0.31% | 47 |
|
|
2024
Q3 | $820K | Buy |
4,821
+62
| +1% | +$10.5K | 0.35% | 45 |
|
|
2024
Q2 | $785K | Buy |
4,759
+20
| +0.4% | +$3.3K | 0.38% | 43 |
|
|
2024
Q1 | $829K | Buy |
4,739
+14
| +0.3% | +$2.45K | 0.42% | 38 |
|
|
2023
Q4 | $803K | Buy |
4,725
+14
| +0.3% | +$2.38K | 0.46% | 35 |
|
|
2023
Q3 | $798K | Buy |
4,711
+10
| +0.2% | +$1.69K | 0.53% | 34 |
|
|
2023
Q2 | $871K | Buy |
4,701
+10
| +0.2% | +$1.85K | 0.56% | 33 |
|
|
2023
Q1 | $855K | Buy |
4,691
+12
| +0.3% | +$2.19K | 0.6% | 32 |
|
|
2022
Q4 | $845K | Buy |
4,679
+792
| +20% | +$143K | 0.68% | 30 |
|
|
2022
Q3 | $635K | Buy |
3,887
+12
| +0.3% | +$1.96K | 0.66% | 28 |
|
|
2022
Q2 | $646K | Sell |
3,875
-19
| -0.5% | -$3.17K | 0.61% | 30 |
|
|
2022
Q1 | $652K | Buy |
3,894
+11
| +0.3% | +$1.84K | 0.54% | 28 |
|
|
2021
Q4 | $674K | Buy |
+3,883
| New | +$674K | 0.56% | 28 |
|