Taylor 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 | $1.19M | Sell |
8,981
-440
| -5% | -$58.1K | 0.74% | 33 |
|
|
2025
Q1 | $1.41M | Hold |
9,421
| – | – | 0.98% | 26 |
|
|
2024
Q4 | $1.43M | Sell |
9,421
-385
| -4% | -$58.5K | 0.99% | 24 |
|
|
2024
Q3 | $1.67M | Hold |
9,806
| – | – | 1.15% | 24 |
|
|
2024
Q2 | $1.62M | Sell |
9,806
-139
| -1% | -$22.9K | 1.24% | 22 |
|
|
2024
Q1 | $1.74M | Sell |
9,945
-310
| -3% | -$54.3K | 1.33% | 17 |
|
|
2023
Q4 | $1.74M | Buy |
+10,255
| New | +$1.74M | 1.43% | 14 |
|