ROI 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
Q1 | – | Sell |
-1,321
| Closed | -$201K | – | 63 |
|
|
2024
Q4 | $201K | Sell |
1,321
-334
| -20% | -$50.8K | 0.14% | 62 |
|
|
2024
Q3 | $281K | Buy |
1,655
+306
| +23% | +$52K | 0.19% | 54 |
|
|
2024
Q2 | $223K | Buy |
1,349
+28
| +2% | +$4.62K | 0.16% | 58 |
|
|
2024
Q1 | $231K | Sell |
1,321
-15
| -1% | -$2.62K | 0.18% | 55 |
|
|
2023
Q4 | $227K | Buy |
+1,336
| New | +$227K | 0.19% | 60 |
|