Atlas Wealth 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 | $230K | Sell |
1,740
-75
| -4% | -$9.91K | 0.27% | 47 |
|
|
2025
Q1 | $272K | Sell |
1,815
-56
| -3% | -$8.39K | 0.34% | 39 |
|
|
2024
Q4 | $285K | Sell |
1,871
-100
| -5% | -$15.2K | 0.36% | 35 |
|
|
2024
Q3 | $335K | Buy |
+1,971
| New | +$335K | 0.51% | 30 |
|
|
2023
Q3 | – | Sell |
-1,921
| Closed | -$365K | – | 26 |
|
|
2023
Q2 | $365K | Buy |
+1,921
| New | +$365K | 1.05% | 22 |
|