Stone House Investment Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.8K | Buy |
559
+4
| +0.7% | +$528 | 0.01% | 125 |
|
|
2025
Q1 | $83.2K | Buy |
+555
| New | +$83.2K | 0.02% | 110 |
|
|
2024
Q4 | – | Sell |
-466
| Closed | -$79.3K | – | 272 |
|
|
2024
Q3 | $79.3K | Buy |
466
+2
| +0.4% | +$340 | 0.02% | 90 |
|
|
2024
Q2 | $76.5K | Buy |
464
+25
| +6% | +$4.12K | 0.02% | 95 |
|
|
2024
Q1 | $76.8K | Buy |
439
+17
| +4% | +$2.97K | 0.02% | 95 |
|
|
2023
Q4 | $71.6K | Hold |
422
| – | – | 0.02% | 73 |
|
|
2023
Q3 | $71.4K | Buy |
422
+3
| +0.7% | +$508 | 0.02% | 67 |
|
|
2023
Q2 | $77.6K | Buy |
419
+2
| +0.5% | +$371 | 0.03% | 67 |
|
|
2023
Q1 | $76K | Buy |
+417
| New | +$76K | 0.03% | 74 |
|
|
2019
Q2 | – | Sell |
-404
| Closed | -$50K | – | 151 |
|
|
2019
Q1 | $50K | Buy |
+404
| New | +$50K | 0.03% | 94 |
|