Angeles 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 | $1.67M | Sell |
12,685
-2,056
| -14% | -$271K | 0.11% | 64 |
|
|
2025
Q1 | $2.21M | Buy |
14,741
+740
| +5% | +$111K | 0.18% | 50 |
|
|
2024
Q4 | $2.13M | Sell |
14,001
-133
| -0.9% | -$20.2K | 0.18% | 51 |
|
|
2024
Q3 | $2.4M | Buy |
14,134
+639
| +5% | +$109K | 0.21% | 45 |
|
|
2024
Q2 | $2.23M | Buy |
13,495
+1,059
| +9% | +$175K | 0.21% | 42 |
|
|
2024
Q1 | $2.18M | Buy |
12,436
+651
| +6% | +$114K | 0.22% | 45 |
|
|
2023
Q4 | $2M | Buy |
11,785
+206
| +2% | +$35K | 0.24% | 38 |
|
|
2023
Q3 | $1.96M | Buy |
11,579
+795
| +7% | +$135K | 0.28% | 37 |
|
|
2023
Q2 | $2M | Buy |
10,784
+206
| +2% | +$38.2K | 0.27% | 41 |
|
|
2023
Q1 | $1.93M | Buy |
10,578
+28
| +0.3% | +$5.1K | 0.29% | 39 |
|
|
2022
Q4 | $1.91M | Buy |
10,550
+761
| +8% | +$137K | 0.33% | 40 |
|
|
2022
Q3 | $1.6M | Buy |
9,789
+421
| +4% | +$68.7K | 0.32% | 40 |
|
|
2022
Q2 | $1.56M | Sell |
9,368
-15
| -0.2% | -$2.5K | 0.31% | 39 |
|
|
2022
Q1 | $1.57M | Buy |
+9,383
| New | +$1.57M | 0.3% | 43 |
|