Bennett Associates 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 | – | Sell |
-2,944
| Closed | -$441K | – | 52 |
|
|
2025
Q1 | $441K | Buy |
2,944
+109
| +4% | +$16.3K | 0.36% | 27 |
|
|
2024
Q4 | $431K | Buy |
2,835
+164
| +6% | +$24.9K | 0.36% | 29 |
|
|
2024
Q3 | $454K | Buy |
+2,671
| New | +$454K | 0.37% | 31 |
|
|
2024
Q2 | – | Sell |
-2,812
| Closed | -$492K | – | 47 |
|
|
2024
Q1 | $492K | Buy |
+2,812
| New | +$492K | 0.44% | 28 |
|