Slocum, Gordon & Co’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $173K | Sell |
1,308
-1,018
| -44% | -$134K | 0.14% | 60 |
|
|
2025
Q1 | $349K | Hold |
2,326
| – | – | 0.26% | 41 |
|
|
2024
Q4 | $354K | Hold |
2,326
| – | – | 0.29% | 40 |
|
|
2024
Q3 | $396K | Sell |
2,326
-25
| -1% | -$4.25K | 0.16% | 44 |
|
|
2024
Q2 | $388K | Hold |
2,351
| – | – | 0.29% | 40 |
|
|
2024
Q1 | $411K | Sell |
2,351
-25
| -1% | -$4.38K | 0.31% | 38 |
|
|
2023
Q4 | $404K | Hold |
2,376
| – | – | 0.35% | 36 |
|
|
2023
Q3 | $403K | Hold |
2,376
| – | – | 0.35% | 38 |
|
|
2023
Q2 | $440K | Hold |
2,376
| – | – | 0.32% | 35 |
|
|
2023
Q1 | $433K | Hold |
2,376
| – | – | 0.36% | 35 |
|
|
2022
Q4 | $429K | Buy |
+2,376
| New | +$429K | 0.28% | 38 |
|