Values Added Financial’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Buy |
2,456
+699
| +40% | +$92.3K | 0.16% | 94 |
|
|
2025
Q1 | $263K | Buy |
1,757
+98
| +6% | +$14.7K | 0.15% | 99 |
|
|
2024
Q4 | $252K | Sell |
1,659
-89
| -5% | -$13.5K | 0.15% | 104 |
|
|
2024
Q3 | $297K | Buy |
1,748
+39
| +2% | +$6.63K | 0.19% | 83 |
|
|
2024
Q2 | $282K | Buy |
1,709
+113
| +7% | +$18.6K | 0.2% | 74 |
|
|
2024
Q1 | $279K | Sell |
1,596
-586
| -27% | -$103K | 0.22% | 70 |
|
|
2023
Q4 | $371K | Buy |
2,182
+632
| +41% | +$107K | 0.3% | 58 |
|
|
2023
Q3 | $263K | Buy |
1,550
+5
| +0.3% | +$847 | 0.24% | 69 |
|
|
2023
Q2 | $286K | Buy |
+1,545
| New | +$286K | 0.27% | 62 |
|