Prosperity 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 |
-1,498
| Closed | -$225K | – | 175 |
|
|
2025
Q1 | $225K | Buy |
1,498
+46
| +3% | +$6.9K | 0.11% | 140 |
|
|
2024
Q4 | $221K | Buy |
1,452
+8
| +0.6% | +$1.22K | 0.11% | 145 |
|
|
2024
Q3 | $246K | Buy |
1,444
+78
| +6% | +$13.3K | 0.14% | 130 |
|
|
2024
Q2 | $225K | Buy |
1,366
+112
| +9% | +$18.5K | 0.14% | 126 |
|
|
2024
Q1 | $220K | Buy |
+1,254
| New | +$220K | 0.14% | 126 |
|