Strategic Financial Concepts’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Buy |
+1,837
| New | +$243K | 0.03% | 235 |
|
|
2024
Q3 | – | Sell |
-116,608
| Closed | -$101K | – | 572 |
|
|
2024
Q2 | $101K | Buy |
116,608
+115,303
| +8,835% | +$99.7K | 0.06% | 184 |
|
|
2024
Q1 | $228K | Buy |
+1,305
| New | +$228K | 0.06% | 270 |
|
|
2023
Q4 | – | Sell |
-1,618
| Closed | -$274K | – | 225 |
|
|
2023
Q3 | $274K | Buy |
1,618
+2
| +0.1% | +$339 | 0.09% | 195 |
|
|
2023
Q2 | $299K | Buy |
1,616
+50
| +3% | +$9.26K | 0.11% | 172 |
|
|
2023
Q1 | $285K | Buy |
+1,566
| New | +$285K | 0.12% | 161 |
|