Pinnacle Financial Group’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,421
| Closed | -$213K | – | 105 |
|
|
2025
Q1 | $213K | Sell |
1,421
-491
| -26% | -$73.6K | 0.08% | 89 |
|
|
2024
Q4 | $291K | Sell |
1,912
-131
| -6% | -$19.9K | 0.11% | 70 |
|
|
2024
Q3 | $347K | Buy |
2,043
+6
| +0.3% | +$1.02K | 0.14% | 64 |
|
|
2024
Q2 | $336K | Hold |
2,037
| – | – | 0.14% | 59 |
|
|
2024
Q1 | $356K | Buy |
2,037
+2
| +0.1% | +$350 | 0.16% | 52 |
|
|
2023
Q4 | $346K | Sell |
2,035
-410
| -17% | -$69.6K | 0.18% | 54 |
|
|
2023
Q3 | $414K | Sell |
2,445
-108
| -4% | -$18.3K | 0.25% | 42 |
|
|
2023
Q2 | $473K | Buy |
2,553
+437
| +21% | +$80.9K | 0.27% | 39 |
|
|
2023
Q1 | $386K | Buy |
2,116
+76
| +4% | +$13.9K | 0.23% | 46 |
|
|
2022
Q4 | $369K | Buy |
2,040
+8
| +0.4% | +$1.45K | 0.26% | 45 |
|
|
2022
Q3 | $332K | Buy |
2,032
+2
| +0.1% | +$327 | 0.29% | 43 |
|
|
2022
Q2 | $338K | Sell |
2,030
-312
| -13% | -$51.9K | 0.29% | 40 |
|
|
2022
Q1 | $392K | Sell |
2,342
-2,932
| -56% | -$491K | 0.32% | 39 |
|
|
2021
Q4 | $916K | Buy |
+5,274
| New | +$916K | 0.71% | 23 |
|