Phoenix Financial’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.33M | Buy |
32,773
+3,970
| +14% | +$524K | 0.06% | 142 |
|
|
2025
Q1 | $4.33M | Sell |
28,803
-2,365
| -8% | -$356K | 0.07% | 136 |
|
|
2024
Q4 | $4.75M | Buy |
31,168
+2,659
| +9% | +$405K | 0.06% | 134 |
|
|
2024
Q3 | $4.86M | Buy |
28,509
+2,512
| +10% | +$428K | 0.07% | 138 |
|
|
2024
Q2 | $4.31M | Sell |
25,997
-40
| -0.2% | -$6.64K | 0.07% | 149 |
|
|
2024
Q1 | $4.55M | Buy |
26,037
+16,439
| +171% | +$2.87M | 0.06% | 146 |
|
|
2023
Q4 | $1.69M | Sell |
9,598
-523
| -5% | -$92.1K | 0.03% | 199 |
|
|
2023
Q3 | $1.72M | Buy |
10,121
+2,021
| +25% | +$344K | 0.03% | 185 |
|
|
2023
Q2 | $1.49M | Buy |
8,100
+3,839
| +90% | +$708K | 0.03% | 184 |
|
|
2023
Q1 | $764K | Buy |
+4,261
| New | +$764K | 0.02% | 199 |
|