New Century 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
Q1 | – | Sell |
-2,932
| Closed | -$439K | – | 266 |
|
|
2024
Q4 | $439K | Sell |
2,932
-9,160
| -76% | -$1.37M | 0.19% | 150 |
|
|
2024
Q3 | $2.06M | Buy |
12,092
+6,942
| +135% | +$1.18M | 0.75% | 27 |
|
|
2024
Q2 | $849K | Buy |
5,150
+571
| +12% | +$94.2K | 0.36% | 78 |
|
|
2024
Q1 | $801K | Buy |
4,579
+193
| +4% | +$33.8K | 0.56% | 60 |
|
|
2023
Q4 | $745K | Buy |
+4,386
| New | +$745K | 0.64% | 50 |
|