Umpqua Bank’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Buy |
18,279
+1,055
| +6% | +$142K | 0.75% | 37 |
|
|
2025
Q1 | $2.58M | Buy |
17,224
+1,297
| +8% | +$194K | 0.89% | 29 |
|
|
2024
Q4 | $2.31M | Buy |
15,927
+2,733
| +21% | +$396K | 0.8% | 34 |
|
|
2024
Q3 | $2.24M | Buy |
13,194
+857
| +7% | +$146K | 0.82% | 33 |
|
|
2024
Q2 | $2.03M | Buy |
12,337
+499
| +4% | +$82.3K | 0.79% | 32 |
|
|
2024
Q1 | $2.07M | Buy |
+11,838
| New | +$2.07M | 0.85% | 36 |
|