Beaird Harris 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 | $119K | Buy |
903
+122
| +16% | +$16.1K | 0.01% | 167 |
|
|
2025
Q1 | $117K | Sell |
781
-194
| -20% | -$29.1K | 0.01% | 153 |
|
|
2024
Q4 | $148K | Buy |
975
+145
| +17% | +$22K | 0.01% | 144 |
|
|
2024
Q3 | $141K | Sell |
830
-71
| -8% | -$12.1K | 0.01% | 153 |
|
|
2024
Q2 | $149K | Hold |
901
| – | – | 0.01% | 140 |
|
|
2024
Q1 | $158K | Buy |
901
+300
| +50% | +$52.5K | 0.02% | 130 |
|
|
2023
Q4 | $102K | Sell |
601
-3
| -0.5% | -$509 | 0.01% | 140 |
|
|
2023
Q3 | $102K | Buy |
604
+46
| +8% | +$7.79K | 0.01% | 130 |
|
|
2023
Q2 | $103K | Sell |
558
-2
| -0.4% | -$370 | 0.01% | 131 |
|
|
2023
Q1 | $102K | Sell |
560
-323
| -37% | -$58.9K | 0.02% | 126 |
|
|
2022
Q4 | $160K | Buy |
883
+327
| +59% | +$59.1K | 0.03% | 103 |
|
|
2022
Q3 | $91K | Buy |
556
+47
| +9% | +$7.69K | 0.02% | 120 |
|
|
2022
Q2 | $85K | Sell |
509
-61
| -11% | -$10.2K | 0.02% | 107 |
|
|
2022
Q1 | $95K | Sell |
570
-1,978
| -78% | -$330K | 0.03% | 136 |
|
|
2021
Q4 | $443K | Buy |
+2,548
| New | +$443K | 0.16% | 69 |
|