Richardson Financial Services’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Sell |
3,047
-15
| -0.5% | -$2.03K | 0.28% | 99 |
|
|
2025
Q1 | $459K | Hold |
3,062
| – | – | 0.35% | 86 |
|
|
2024
Q4 | $465K | Sell |
3,062
-1,364
| -31% | -$207K | 0.33% | 85 |
|
|
2024
Q3 | $730K | Hold |
4,426
| – | – | 0.46% | 57 |
|
|
2024
Q2 | $730K | Sell |
4,426
-186
| -4% | -$30.7K | 0.53% | 50 |
|
|
2024
Q1 | $807K | Buy |
4,612
+237
| +5% | +$41.5K | 0.57% | 50 |
|
|
2023
Q4 | $743K | Buy |
+4,375
| New | +$743K | 0.65% | 45 |
|