RLIM
Red Lighthouse Investment Management’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Sell |
1,757
-29
| -2% | -$3.83K | 0.09% | 66 |
|
|
2025
Q1 | $313K | Buy |
1,786
+20
| +1% | +$3.5K | 0.13% | 56 |
|
|
2024
Q4 | $269K | Sell |
1,766
-11
| -0.6% | -$1.67K | 0.11% | 61 |
|
|
2024
Q3 | $302K | Sell |
1,777
-5
| -0.3% | -$850 | 0.12% | 59 |
|
|
2024
Q2 | $294K | Sell |
1,782
-4
| -0.2% | -$660 | 0.12% | 58 |
|
|
2024
Q1 | $313K | Buy |
1,786
+9
| +0.5% | +$1.58K | 0.13% | 57 |
|
|
2023
Q4 | $302K | Sell |
1,777
-192
| -10% | -$32.6K | 0.13% | 56 |
|
|
2023
Q3 | $334K | Buy |
1,969
+266
| +16% | +$45.1K | 0.16% | 51 |
|
|
2023
Q2 | $315K | Hold |
1,703
| – | – | 0.14% | 50 |
|
|
2023
Q1 | $310K | Hold |
1,703
| – | – | 0.15% | 52 |
|
|
2022
Q4 | $308K | Buy |
+1,703
| New | +$308K | 0.16% | 53 |
|