Westmount Partners’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $647K | Sell |
4,900
-78
| -2% | -$10.3K | 0.18% | 106 |
|
|
2025
Q1 | $746K | Sell |
4,978
-1,948
| -28% | -$292K | 0.23% | 91 |
|
|
2024
Q4 | $1.05M | Sell |
6,926
-157
| -2% | -$23.9K | 0.32% | 63 |
|
|
2024
Q3 | $1.2M | Buy |
7,083
+307
| +5% | +$52.2K | 0.36% | 57 |
|
|
2024
Q2 | $1.1M | Buy |
6,776
+158
| +2% | +$25.7K | 0.36% | 57 |
|
|
2024
Q1 | $1.16M | Sell |
6,618
-54
| -0.8% | -$9.45K | 0.42% | 51 |
|
|
2023
Q4 | $1.13M | Sell |
6,672
-120
| -2% | -$20.4K | 0.46% | 44 |
|
|
2023
Q3 | $1.15M | Buy |
6,792
+4
| +0.1% | +$678 | 0.51% | 41 |
|
|
2023
Q2 | $1.26M | Hold |
6,788
| – | – | 0.55% | 39 |
|
|
2023
Q1 | $1.24M | Buy |
6,788
+1,681
| +33% | +$306K | 0.57% | 38 |
|
|
2022
Q4 | $923K | Buy |
+5,107
| New | +$923K | 0.48% | 43 |
|