Novak & Powell Financial Services’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Buy |
1,771
+13
| +0.7% | +$1.72K | 0.16% | 129 |
|
|
2025
Q1 | $264K | Buy |
+1,758
| New | +$264K | 0.16% | 122 |
|
|
2024
Q4 | – | Sell |
-1,739
| Closed | -$296K | – | 159 |
|
|
2024
Q3 | $296K | Sell |
1,739
-191
| -10% | -$32.5K | 0.17% | 110 |
|
|
2024
Q2 | $318K | Buy |
1,930
+16
| +0.8% | +$2.64K | 0.2% | 102 |
|
|
2024
Q1 | $335K | Sell |
1,914
-17
| -0.9% | -$2.98K | 0.25% | 90 |
|
|
2023
Q4 | $328K | Buy |
+1,931
| New | +$328K | 0.22% | 97 |
|