MAM
Morse Asset Management’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Hold |
857
| – | – | 0.02% | 172 |
|
|
2025
Q1 | $129K | Buy |
857
+1
| +0.1% | +$150 | 0.03% | 158 |
|
|
2024
Q4 | $130K | Sell |
856
-5,000
| -85% | -$761K | 0.03% | 164 |
|
|
2024
Q3 | $996K | Buy |
+5,856
| New | +$996K | 0.22% | 89 |
|
|
2021
Q1 | – | Sell |
-4,800
| Closed | -$712K | – | 159 |
|
|
2020
Q4 | $712K | Buy |
+4,800
| New | +$712K | 0.2% | 89 |
|