Sterling Financial Group’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $408K | Buy |
3,092
+1,093
| +55% | +$144K | 0.14% | 54 |
|
|
2025
Q1 | $300K | Sell |
1,999
-38
| -2% | -$5.7K | 0.11% | 57 |
|
|
2024
Q4 | $310K | Sell |
2,037
-132
| -6% | -$20.1K | 0.12% | 57 |
|
|
2024
Q3 | $369K | Buy |
2,169
+23
| +1% | +$3.91K | 0.16% | 50 |
|
|
2024
Q2 | $354K | Hold |
2,146
| – | – | 0.16% | 50 |
|
|
2024
Q1 | $376K | Sell |
2,146
-65
| -3% | -$11.4K | 0.18% | 47 |
|
|
2023
Q4 | $376K | Hold |
2,211
| – | – | 0.22% | 39 |
|
|
2023
Q3 | $375K | Sell |
2,211
-50
| -2% | -$8.47K | 0.24% | 38 |
|
|
2023
Q2 | $419K | Sell |
2,261
-3
| -0.1% | -$556 | 0.28% | 37 |
|
|
2023
Q1 | $409K | Hold |
2,264
| – | – | 0.31% | 34 |
|
|
2022
Q4 | $409K | Buy |
+2,264
| New | +$409K | 0.31% | 34 |
|