Mustard Seed Financial’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $579K | Buy |
4,384
+38
| +0.9% | +$5.02K | 0.42% | 46 |
|
2025
Q1 | $652K | Sell |
4,346
-300
| -6% | -$45K | 0.52% | 40 |
|
2024
Q4 | $706K | Hold |
4,646
| – | – | 0.57% | 37 |
|
2024
Q3 | $790K | Buy |
4,646
+318
| +7% | +$54.1K | 0.66% | 36 |
|
2024
Q2 | $714K | Hold |
4,328
| – | – | 0.68% | 36 |
|
2024
Q1 | $757K | Hold |
4,328
| – | – | 0.76% | 35 |
|
2023
Q4 | $735K | Buy |
+4,328
| New | +$735K | 0.83% | 31 |
|