Abound Wealth Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.3K | Sell |
403
-169
| -30% | -$22.3K | 0.02% | 197 |
|
|
2025
Q1 | $85.8K | Sell |
572
-22
| -4% | -$3.3K | 0.03% | 126 |
|
|
2024
Q4 | $90.4K | Buy |
594
+1
| +0.2% | +$152 | 0.03% | 115 |
|
|
2024
Q3 | $101K | Hold |
593
| – | – | 0.03% | 106 |
|
|
2024
Q2 | $97.8K | Buy |
593
+170
| +40% | +$28K | 0.04% | 97 |
|
|
2024
Q1 | $74K | Sell |
423
-194
| -31% | -$34K | 0.03% | 109 |
|
|
2023
Q4 | $105K | Buy |
617
+105
| +21% | +$17.8K | 0.04% | 87 |
|
|
2023
Q3 | $86.8K | Buy |
512
+43
| +9% | +$7.29K | 0.04% | 87 |
|
|
2023
Q2 | $86.8K | Buy |
469
+29
| +7% | +$5.37K | 0.04% | 87 |
|
|
2023
Q1 | $80.2K | Sell |
440
-75
| -15% | -$13.7K | 0.04% | 91 |
|
|
2022
Q4 | $93K | Sell |
515
-166
| -24% | -$30K | 0.05% | 68 |
|
|
2022
Q3 | $111K | Buy |
+681
| New | +$111K | 0.06% | 57 |
|