TrueMark Investments’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.82M | Buy |
36,523
+2,159
| +6% | +$285K | 1.04% | 38 |
|
|
2025
Q1 | $5.15M | Buy |
34,364
+3,539
| +11% | +$531K | 1.35% | 26 |
|
|
2024
Q4 | $4.69M | Buy |
30,825
+10,519
| +52% | +$1.6M | 1.5% | 23 |
|
|
2024
Q3 | $3.45M | Buy |
20,306
+8,143
| +67% | +$1.38M | 1.11% | 32 |
|
|
2024
Q2 | $2.01M | Buy |
12,163
+5,068
| +71% | +$836K | 0.69% | 55 |
|
|
2024
Q1 | $1.24M | Buy |
+7,095
| New | +$1.24M | 1.14% | 42 |
|