Panoramic Investment Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $949K | Sell |
7,186
-101
| -1% | -$13.3K | 0.58% | 43 |
|
|
2025
Q1 | $1.09M | Buy |
7,287
+9
| +0.1% | +$1.35K | 0.74% | 39 |
|
|
2024
Q4 | $1.11M | Sell |
7,278
-1,089
| -13% | -$166K | 0.72% | 39 |
|
|
2024
Q3 | $1.42M | Buy |
+8,367
| New | +$1.42M | 0.98% | 37 |
|
|
2024
Q1 | $1.88M | Sell |
10,719
-1,009
| -9% | -$177K | 1.38% | 19 |
|
|
2023
Q4 | $1.99M | Sell |
11,728
-614
| -5% | -$104K | 1.72% | 16 |
|
|
2023
Q3 | $2.09M | Buy |
+12,342
| New | +$2.09M | 1.92% | 14 |
|
|
2022
Q4 | $2.71M | Buy |
+14,974
| New | +$2.71M | 2.77% | 9 |
|