Verum Partners’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,757
| Closed | -$267K | – | 170 |
|
|
2024
Q4 | $267K | Buy |
1,757
+142
| +9% | +$21.6K | 0.08% | 136 |
|
|
2024
Q3 | $275K | Buy |
1,615
+126
| +8% | +$21.4K | 0.08% | 131 |
|
|
2024
Q2 | $246K | Buy |
1,489
+97
| +7% | +$16K | 0.08% | 136 |
|
|
2024
Q1 | $244K | Buy |
1,392
+51
| +4% | +$8.93K | 0.09% | 134 |
|
|
2023
Q4 | $228K | Sell |
1,341
-154
| -10% | -$26.2K | 0.09% | 125 |
|
|
2023
Q3 | $253K | Buy |
+1,495
| New | +$253K | 0.11% | 114 |
|
|
2023
Q1 | – | Sell |
-1,761
| Closed | -$318K | – | 69 |
|
|
2022
Q4 | $318K | Buy |
+1,761
| New | +$318K | 0.39% | 50 |
|