Trifecta Capital Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.3K | Hold |
101
| – | – | ﹤0.01% | 230 |
|
|
2025
Q1 | $15.1K | Sell |
101
-75
| -43% | -$11.2K | ﹤0.01% | 200 |
|
|
2024
Q4 | $26.8K | Sell |
176
-82
| -32% | -$12.5K | 0.01% | 174 |
|
|
2024
Q3 | $43.9K | Sell |
258
-56
| -18% | -$9.52K | 0.01% | 150 |
|
|
2024
Q2 | $51.8K | Buy |
314
+98
| +45% | +$16.2K | 0.01% | 137 |
|
|
2024
Q1 | $37.8K | Sell |
216
-179
| -45% | -$31.3K | 0.01% | 149 |
|
|
2023
Q4 | $67.1K | Buy |
395
+179
| +83% | +$30.4K | 0.02% | 125 |
|
|
2023
Q3 | $36.6K | Hold |
216
| – | – | 0.01% | 151 |
|
|
2023
Q2 | $40K | Hold |
216
| – | – | 0.01% | 152 |
|
|
2023
Q1 | $39.4K | Hold |
216
| – | – | 0.01% | 151 |
|
|
2022
Q4 | $39K | Buy |
+216
| New | +$39K | 0.02% | 137 |
|