SYM Financial Corp’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
7,650
+3,762
| +97% | +$497K | 0.11% | 60 |
|
|
2025
Q1 | $583K | Buy |
3,888
+1,845
| +90% | +$277K | 0.07% | 89 |
|
|
2024
Q4 | $311K | Sell |
2,043
-581
| -22% | -$88.4K | 0.04% | 155 |
|
|
2024
Q3 | $446K | Sell |
2,624
-504
| -16% | -$85.7K | 0.06% | 79 |
|
|
2024
Q2 | $516K | Buy |
3,128
+839
| +37% | +$138K | 0.08% | 55 |
|
|
2024
Q1 | $401K | Sell |
2,289
-1
| -0% | -$175 | 0.07% | 56 |
|
|
2023
Q4 | $389K | Buy |
2,290
+61
| +3% | +$10.4K | 0.06% | 59 |
|
|
2023
Q3 | $378K | Buy |
2,229
+386
| +21% | +$65.4K | 0.07% | 57 |
|
|
2023
Q2 | $341K | Buy |
1,843
+169
| +10% | +$31.3K | 0.07% | 43 |
|
|
2023
Q1 | $305K | Buy |
1,674
+40
| +2% | +$7.29K | 0.07% | 43 |
|
|
2022
Q4 | $295K | Hold |
1,634
| – | – | 0.07% | 49 |
|
|
2022
Q3 | $267K | Buy |
1,634
+168
| +11% | +$27.5K | 0.13% | 48 |
|
|
2022
Q2 | $244K | Sell |
1,466
-853
| -37% | -$142K | 0.12% | 53 |
|
|
2022
Q1 | $388K | Buy |
2,319
+50
| +2% | +$8.37K | 0.17% | 30 |
|
|
2021
Q4 | $394K | Sell |
2,269
-598
| -21% | -$104K | 0.15% | 28 |
|
|
2021
Q3 | $431K | Buy |
2,867
+88
| +3% | +$13.2K | 0.25% | 19 |
|
|
2021
Q2 | $412K | Buy |
2,779
+1,312
| +89% | +$195K | 0.24% | 19 |
|
|
2021
Q1 | $207K | Buy |
+1,467
| New | +$207K | 0.12% | 43 |
|
|
2018
Q4 | – | Sell |
-3,032
| Closed | -$339K | – | 94 |
|
|
2018
Q3 | $339K | Buy |
+3,032
| New | +$339K | 0.19% | 25 |
|
|
2018
Q1 | – | Sell |
-2,017
| Closed | -$242K | – | 73 |
|
|
2017
Q4 | $242K | Buy |
+2,017
| New | +$242K | 0.11% | 39 |
|