Resurgent 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 | $264K | Sell |
1,998
-752
| -27% | -$99.3K | 0.14% | 157 |
|
|
2025
Q1 | $412K | Buy |
2,750
+42
| +2% | +$6.3K | 0.25% | 114 |
|
|
2024
Q4 | $412K | Sell |
2,708
-2,813
| -51% | -$428K | 0.24% | 114 |
|
|
2024
Q3 | $939K | Sell |
5,521
-420
| -7% | -$71.4K | 0.55% | 49 |
|
|
2024
Q2 | $980K | Sell |
5,941
-324
| -5% | -$53.4K | 0.61% | 43 |
|
|
2024
Q1 | $1.1M | Sell |
6,265
-599
| -9% | -$105K | 0.58% | 45 |
|
|
2023
Q4 | $1.17M | Sell |
6,864
-212
| -3% | -$36K | 0.72% | 30 |
|
|
2023
Q3 | $1.2M | Buy |
7,076
+82
| +1% | +$13.9K | 0.82% | 25 |
|
|
2023
Q2 | $1.3M | Sell |
6,994
-24
| -0.3% | -$4.45K | 0.86% | 24 |
|
|
2023
Q1 | $1.28M | Sell |
7,018
-1,244
| -15% | -$227K | 0.85% | 28 |
|
|
2022
Q4 | $1.49M | Sell |
8,262
-222
| -3% | -$40.1K | 0.79% | 30 |
|
|
2022
Q3 | $1.39M | Buy |
8,484
+163
| +2% | +$26.6K | 0.93% | 24 |
|
|
2022
Q2 | $1.39M | Buy |
8,321
+1,959
| +31% | +$327K | 0.89% | 25 |
|
|
2022
Q1 | $1.07M | Buy |
6,362
+1,703
| +37% | +$285K | 0.66% | 36 |
|
|
2021
Q4 | $809K | Buy |
+4,659
| New | +$809K | 0.65% | 42 |
|