1 North Wealth Services’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.9K | Hold |
113
| – | – | 0.01% | 129 |
|
|
2025
Q1 | $16.9K | Buy |
+113
| New | +$16.9K | 0.01% | 122 |
|
|
2019
Q4 | $76K | Buy |
554
+233
| +73% | +$32K | 0.05% | 82 |
|
|
2019
Q3 | $44K | Buy |
+321
| New | +$44K | 0.03% | 77 |
|
|
2019
Q1 | $42K | Sell |
345
-7
| -2% | -$852 | 0.03% | 75 |
|
|
2018
Q4 | $39K | Buy |
+352
| New | +$39K | 0.03% | 77 |
|