Pathway Financial Advisers’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.01M | Buy |
37,925
+1,167
| +3% | +$154K | 1.62% | 13 |
|
2025
Q1 | $5.51M | Buy |
36,758
+604
| +2% | +$90.6K | 1.89% | 8 |
|
2024
Q4 | $5.5M | Buy |
36,154
+428
| +1% | +$65.1K | 1.84% | 8 |
|
2024
Q3 | $6.08M | Buy |
35,726
+1,041
| +3% | +$177K | 2.75% | 3 |
|
2024
Q2 | $5.69M | Buy |
34,685
+720
| +2% | +$118K | 2.04% | 6 |
|
2024
Q1 | $5.94M | Buy |
33,965
+716
| +2% | +$125K | 2.14% | 5 |
|
2023
Q4 | $5.65M | Buy |
33,249
+287
| +0.9% | +$48.7K | 2.15% | 6 |
|
2023
Q3 | $5.59M | Buy |
+32,962
| New | +$5.59M | 2.31% | 2 |
|
2023
Q1 | $5.89M | Buy |
32,308
+463
| +1% | +$84.4K | 2.37% | 3 |
|
2022
Q4 | $5.76M | Buy |
+31,845
| New | +$5.76M | 2.33% | 3 |
|