Petra Financial 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 | $319K | Sell |
2,413
-69
| -3% | -$9.11K | 0.2% | 111 |
|
|
2025
Q1 | $372K | Sell |
2,482
-57
| -2% | -$8.55K | 0.31% | 74 |
|
|
2024
Q4 | $386K | Sell |
2,539
-51
| -2% | -$7.76K | 0.26% | 96 |
|
|
2024
Q3 | $440K | Sell |
2,590
-303
| -10% | -$51.5K | 0.29% | 92 |
|
|
2024
Q2 | $477K | Sell |
2,893
-177
| -6% | -$29.2K | 0.34% | 79 |
|
|
2024
Q1 | $534K | Buy |
3,070
+365
| +13% | +$63.5K | 0.39% | 73 |
|
|
2023
Q4 | $459K | Sell |
2,705
-1,590
| -37% | -$270K | 0.38% | 77 |
|
|
2023
Q3 | $728K | Buy |
4,295
+530
| +14% | +$89.8K | 0.61% | 53 |
|
|
2023
Q2 | $697K | Sell |
3,765
-693
| -16% | -$128K | 0.62% | 49 |
|
|
2023
Q1 | $813K | Buy |
4,458
+480
| +12% | +$87.5K | 0.8% | 28 |
|
|
2022
Q4 | $719K | Buy |
+3,978
| New | +$719K | 0.79% | 34 |
|