Adapt Wealth Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Hold |
3,035
| – | – | 0.18% | 44 |
|
|
2025
Q1 | $455K | Buy |
3,035
+1
| +0% | +$150 | 0.22% | 41 |
|
|
2024
Q4 | $461K | Hold |
3,034
| – | – | 0.23% | 49 |
|
|
2024
Q3 | $516K | Sell |
3,034
-74
| -2% | -$12.6K | 0.28% | 42 |
|
|
2024
Q2 | $513K | Hold |
3,108
| – | – | 0.32% | 43 |
|
|
2024
Q1 | $544K | Buy |
+3,108
| New | +$544K | 0.39% | 33 |
|