BKM 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 | $1.47M | Sell |
11,097
-15
| -0.1% | -$1.98K | 0.57% | 54 |
|
|
2025
Q1 | $1.67M | Buy |
11,112
+1,822
| +20% | +$273K | 0.69% | 48 |
|
|
2024
Q4 | $1.41M | Sell |
9,290
-1,003
| -10% | -$153K | 0.58% | 54 |
|
|
2024
Q3 | $1.75M | Buy |
10,293
+1,300
| +14% | +$221K | 0.71% | 40 |
|
|
2024
Q2 | $1.48M | Sell |
8,993
-1,642
| -15% | -$271K | 0.71% | 43 |
|
|
2024
Q1 | $1.86M | Buy |
10,635
+952
| +10% | +$167K | 0.8% | 34 |
|
|
2023
Q4 | $1.64M | Buy |
+9,683
| New | +$1.64M | 0.7% | 35 |
|