TFM
TFC Financial Management’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Buy |
1,740
+648
| +59% | +$85.6K | 0.03% | 116 |
|
|
2025
Q1 | $164K | Sell |
1,092
-584
| -35% | -$87.6K | 0.03% | 139 |
|
|
2024
Q4 | $255K | Sell |
1,676
-228
| -12% | -$34.7K | 0.04% | 112 |
|
|
2024
Q3 | $324K | Buy |
1,904
+121
| +7% | +$20.6K | 0.05% | 96 |
|
|
2024
Q2 | $294K | Buy |
1,783
+53
| +3% | +$8.74K | 0.05% | 92 |
|
|
2024
Q1 | $303K | Sell |
1,730
-199
| -10% | -$34.8K | 0.05% | 86 |
|
|
2023
Q4 | $328K | Buy |
1,929
+39
| +2% | +$6.63K | 0.07% | 82 |
|
|
2023
Q3 | $320K | Buy |
1,890
+4
| +0.2% | +$678 | 0.08% | 76 |
|
|
2023
Q2 | $349K | Sell |
1,886
-470
| -20% | -$87.1K | 0.09% | 75 |
|
|
2023
Q1 | $430K | Sell |
2,356
-419
| -15% | -$76.4K | 0.11% | 69 |
|
|
2022
Q4 | $501K | Hold |
2,775
| – | – | 0.14% | 58 |
|
|
2022
Q3 | $453K | Sell |
2,775
-19
| -0.7% | -$3.1K | 0.14% | 55 |
|
|
2022
Q2 | $466K | Sell |
2,794
-276
| -9% | -$46K | 0.14% | 52 |
|
|
2022
Q1 | $514K | Hold |
3,070
| – | – | 0.15% | 51 |
|
|
2021
Q4 | $533K | Hold |
3,070
| – | – | 0.16% | 49 |
|
|
2021
Q3 | $462K | Hold |
3,070
| – | – | 0.15% | 54 |
|
|
2021
Q2 | $455K | Sell |
3,070
-150
| -5% | -$22.2K | 0.16% | 53 |
|
|
2021
Q1 | $455K | Sell |
3,220
-15
| -0.5% | -$2.12K | 0.18% | 49 |
|
|
2020
Q4 | $480K | Hold |
3,235
| – | – | 0.2% | 46 |
|
|
2020
Q3 | $448K | Buy |
+3,235
| New | +$448K | 0.22% | 43 |
|