VFP
Verus Financial Partners’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Sell |
1,800
-437
| -20% | -$58.8K | 0.02% | 102 |
|
|
2025
Q1 | $320K | Buy |
2,237
+469
| +27% | +$67K | 0.04% | 75 |
|
|
2024
Q4 | $252K | Sell |
1,768
-7
| -0.4% | -$998 | 0.03% | 88 |
|
|
2024
Q3 | $304K | Buy |
1,775
+7
| +0.4% | +$1.2K | 0.03% | 80 |
|
|
2024
Q2 | $292K | Hold |
1,768
| – | – | 0.03% | 76 |
|
|
2024
Q1 | $309K | Sell |
1,768
-873
| -33% | -$153K | 0.04% | 79 |
|
|
2023
Q4 | $443K | Buy |
2,641
+779
| +42% | +$131K | 0.05% | 59 |
|
|
2023
Q3 | $298K | Buy |
1,862
+300
| +19% | +$48K | 0.04% | 77 |
|
|
2023
Q2 | $299K | Sell |
1,562
-343
| -18% | -$65.6K | 0.04% | 75 |
|
|
2023
Q1 | $368K | Sell |
1,905
-151
| -7% | -$29.2K | 0.05% | 68 |
|
|
2022
Q4 | $352K | Sell |
2,056
-1,730
| -46% | -$296K | 0.05% | 68 |
|
|
2022
Q3 | $663K | Buy |
3,786
+66
| +2% | +$11.6K | 0.1% | 46 |
|
|
2022
Q2 | $627K | Sell |
3,720
-358
| -9% | -$60.3K | 0.09% | 48 |
|
|
2022
Q1 | $707K | Sell |
4,078
-103
| -2% | -$17.9K | 0.1% | 42 |
|
|
2021
Q4 | $726K | Sell |
4,181
-164
| -4% | -$28.5K | 0.1% | 42 |
|
|
2021
Q3 | $687K | Buy |
4,345
+35
| +0.8% | +$5.53K | 0.1% | 40 |
|
|
2021
Q2 | $672K | Buy |
4,310
+1,296
| +43% | +$202K | 0.1% | 39 |
|
|
2021
Q1 | $432K | Buy |
3,014
+58
| +2% | +$8.31K | 0.07% | 54 |
|
|
2020
Q4 | $438K | Sell |
2,956
-3,155
| -52% | -$467K | 0.08% | 49 |
|
|
2020
Q3 | $847K | Buy |
+6,111
| New | +$847K | 0.31% | 64 |
|
|
2020
Q1 | – | Sell |
-1,978
| Closed | -$270K | – | 73 |
|
|
2019
Q4 | $270K | Buy |
1,978
+31
| +2% | +$4.23K | 0.08% | 60 |
|
|
2019
Q3 | $267K | Buy |
+1,947
| New | +$267K | 0.09% | 54 |
|
|
2016
Q4 | – | Sell |
-1,902
| Closed | -$207K | – | 46 |
|
|
2016
Q3 | $207K | Buy |
1,902
+4
| +0.2% | +$435 | 0.09% | 43 |
|
|
2016
Q2 | $201K | Buy |
+1,898
| New | +$201K | 0.09% | 44 |
|