Patrick M. Sweeney & Associates’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1M | Buy |
7,401
+133
| +2% | +$18K | 0.69% | 36 |
|
2025
Q1 | $1.09M | Buy |
7,268
+3
| +0% | +$450 | 0.81% | 26 |
|
2024
Q4 | $1.1M | Sell |
7,265
-50
| -0.7% | -$7.6K | 0.83% | 26 |
|
2024
Q3 | $1.24M | Buy |
7,315
+86
| +1% | +$14.6K | 0.91% | 23 |
|
2024
Q2 | $1.18M | Buy |
7,229
+173
| +2% | +$28.4K | 0.96% | 20 |
|
2024
Q1 | $1.23M | Buy |
7,056
+63
| +0.9% | +$11K | 1.02% | 21 |
|
2023
Q4 | $1.19M | Buy |
+6,993
| New | +$1.19M | 1.09% | 21 |
|