Oliver Lagore Vanvalin Investment Group’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.04M | Buy |
+6,923
| New | +$1.04M | 0.41% | 60 |
|
2024
Q4 | $1.33M | Buy |
8,721
+552
| +7% | +$83.9K | 0.34% | 58 |
|
2024
Q3 | $1.39M | Buy |
8,169
+1,495
| +22% | +$254K | 0.37% | 59 |
|
2024
Q2 | $1.1M | Buy |
6,674
+808
| +14% | +$133K | 0.32% | 60 |
|
2024
Q1 | $1.03M | Buy |
5,866
+1,548
| +36% | +$271K | 0.3% | 62 |
|
2023
Q4 | $733K | Buy |
4,318
+957
| +28% | +$163K | 0.27% | 62 |
|
2023
Q3 | $570K | Buy |
3,361
+550
| +20% | +$93.2K | 0.23% | 75 |
|
2023
Q2 | $521K | Buy |
2,811
+339
| +14% | +$62.8K | 0.19% | 74 |
|
2023
Q1 | $451K | Buy |
2,472
+392
| +19% | +$71.5K | 0.19% | 55 |
|
2022
Q4 | $376K | Sell |
2,080
-1,714
| -45% | -$310K | 0.21% | 56 |
|
2022
Q3 | $619K | Buy |
3,794
+36
| +1% | +$5.87K | 0.4% | 36 |
|
2022
Q2 | $626K | Sell |
3,758
-214
| -5% | -$35.6K | 0.37% | 41 |
|
2022
Q1 | $674K | Sell |
3,972
-21,988
| -85% | -$3.73M | 0.45% | 40 |
|
2021
Q4 | $4.51M | Buy |
+25,960
| New | +$4.51M | 0.32% | 49 |
|