Sierra Summit 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 | $331K | Sell |
2,506
-50
| -2% | -$6.6K | 0.06% | 165 |
|
|
2025
Q1 | $383K | Sell |
2,556
-162
| -6% | -$24.3K | 0.08% | 155 |
|
|
2024
Q4 | $413K | Buy |
2,718
+419
| +18% | +$63.7K | 0.08% | 129 |
|
|
2024
Q3 | $391K | Hold |
2,299
| – | – | 0.09% | 115 |
|
|
2024
Q2 | $379K | Hold |
2,299
| – | – | 0.09% | 115 |
|
|
2024
Q1 | $402K | Buy |
2,299
+50
| +2% | +$8.75K | 0.11% | 104 |
|
|
2023
Q4 | $382K | Buy |
+2,249
| New | +$382K | 0.11% | 108 |
|