Barlow 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 | $371K | Sell |
2,716
-93
| -3% | -$12.7K | 0.04% | 90 |
|
|
2025
Q1 | $375K | Buy |
2,809
+333
| +13% | +$44.4K | 0.05% | 91 |
|
|
2024
Q4 | $358K | Sell |
2,476
-225
| -8% | -$32.6K | 0.05% | 94 |
|
|
2024
Q3 | $452K | Sell |
2,701
-140
| -5% | -$23.4K | 0.06% | 93 |
|
|
2024
Q2 | $478K | Hold |
2,841
| – | – | 0.07% | 85 |
|
|
2024
Q1 | $478K | Sell |
2,841
-125
| -4% | -$21K | 0.07% | 90 |
|
|
2023
Q4 | $504K | Buy |
+2,966
| New | +$504K | 0.07% | 88 |
|