Sandbox Financial Partners’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Buy |
1,629
+11
| +0.7% | +$1.45K | 0.07% | 110 |
|
|
2025
Q1 | $243K | Sell |
1,618
-198
| -11% | -$29.7K | 0.09% | 98 |
|
|
2024
Q4 | $276K | Buy |
1,816
+50
| +3% | +$7.6K | 0.09% | 90 |
|
|
2024
Q3 | $300K | Sell |
1,766
-15
| -0.8% | -$2.55K | 0.11% | 84 |
|
|
2024
Q2 | $294K | Buy |
1,781
+6
| +0.3% | +$990 | 0.11% | 79 |
|
|
2024
Q1 | $311K | Buy |
1,775
+11
| +0.6% | +$1.93K | 0.13% | 74 |
|
|
2023
Q4 | $300K | Sell |
1,764
-264
| -13% | -$44.8K | 0.14% | 72 |
|
|
2023
Q3 | $344K | Buy |
2,028
+13
| +0.6% | +$2.2K | 0.18% | 67 |
|
|
2023
Q2 | $373K | Hold |
2,015
| – | – | 0.19% | 63 |
|
|
2023
Q1 | $367K | Sell |
2,015
-862
| -30% | -$157K | 0.22% | 62 |
|
|
2022
Q4 | $520K | Buy |
+2,877
| New | +$520K | 0.36% | 40 |
|