Aviso 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 | $1.22M | Buy |
9,204
+173
| +2% | +$22.8K | 0.57% | 42 |
|
|
2025
Q1 | $1.35M | Buy |
9,031
+685
| +8% | +$103K | 0.72% | 40 |
|
|
2024
Q4 | $1.27M | Buy |
8,346
+4,136
| +98% | +$629K | 0.65% | 40 |
|
|
2024
Q3 | $716K | Buy |
4,210
+1,256
| +43% | +$214K | 0.39% | 71 |
|
|
2024
Q2 | $487K | Sell |
2,954
-169
| -5% | -$27.9K | 0.29% | 80 |
|
|
2024
Q1 | $546K | Buy |
3,123
+518
| +20% | +$90.6K | 0.34% | 75 |
|
|
2023
Q4 | $442K | Buy |
+2,605
| New | +$442K | 0.32% | 78 |
|