Brady Family Wealth’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.8M | Sell |
36,374
-424
| -1% | -$56K | 1.49% | 23 |
|
2025
Q1 | $5.52M | Sell |
36,798
-1,974
| -5% | -$296K | 1.76% | 18 |
|
2024
Q4 | $5.9M | Sell |
38,772
-1,633
| -4% | -$248K | 1.81% | 17 |
|
2024
Q3 | $6.87M | Buy |
40,405
+178
| +0.4% | +$30.3K | 2.06% | 11 |
|
2024
Q2 | $6.63M | Buy |
40,227
+433
| +1% | +$71.4K | 2.14% | 10 |
|
2024
Q1 | $6.96M | Buy |
39,794
+1,538
| +4% | +$269K | 2.26% | 10 |
|
2023
Q4 | $6.5M | Buy |
38,256
+3,134
| +9% | +$532K | 2.23% | 10 |
|
2023
Q3 | $5.95M | Buy |
35,122
+274
| +0.8% | +$46.4K | 2.3% | 10 |
|
2023
Q2 | $6.45M | Sell |
34,848
-35
| -0.1% | -$6.48K | 2.4% | 9 |
|
2023
Q1 | $6.36M | Sell |
34,883
-155
| -0.4% | -$28.3K | 2.51% | 7 |
|
2022
Q4 | $6.33M | Buy |
+35,038
| New | +$6.33M | 2.61% | 7 |
|