Nikulski 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 | $309K | Buy |
2,340
+4
| +0.2% | +$528 | 0.08% | 120 |
|
|
2025
Q1 | $350K | Sell |
2,336
-159
| -6% | -$23.8K | 0.11% | 101 |
|
|
2024
Q4 | $379K | Buy |
2,495
+6
| +0.2% | +$912 | 0.11% | 95 |
|
|
2024
Q3 | $423K | Buy |
2,489
+57
| +2% | +$9.69K | 0.13% | 90 |
|
|
2024
Q2 | $401K | Hold |
2,432
| – | – | 0.13% | 92 |
|
|
2024
Q1 | $426K | Buy |
+2,432
| New | +$426K | 0.14% | 92 |
|