Sweeney & Michel’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $493K | Sell |
3,647
-423
| -10% | -$57.2K | 0.18% | 86 |
|
|
2025
Q1 | $571K | Buy |
+4,070
| New | +$571K | 0.25% | 66 |
|
|
2024
Q3 | $740K | Buy |
4,228
+20
| +0.5% | +$3.5K | 0.29% | 60 |
|
|
2024
Q2 | $681K | Buy |
4,208
+19
| +0.5% | +$3.08K | 0.29% | 59 |
|
|
2024
Q1 | $754K | Buy |
+4,189
| New | +$754K | 0.33% | 54 |
|
|
2023
Q3 | $703K | Buy |
4,198
+17
| +0.4% | +$2.85K | 0.37% | 50 |
|
|
2023
Q2 | $771K | Sell |
4,181
-13
| -0.3% | -$2.4K | 0.4% | 45 |
|
|
2023
Q1 | $761K | Buy |
+4,194
| New | +$761K | 0.41% | 44 |
|