Briaud Financial Planning’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79K | Hold |
599
| – | – | 0.03% | 77 |
|
|
2025
Q1 | $89K | Hold |
599
| – | – | 0.04% | 59 |
|
|
2024
Q4 | $91K | Hold |
599
| – | – | 0.04% | 55 |
|
|
2024
Q3 | $101K | Hold |
599
| – | – | 0.05% | 42 |
|
|
2024
Q2 | $98K | Hold |
599
| – | – | 0.06% | 37 |
|
|
2024
Q1 | $105K | Buy |
+599
| New | +$105K | 0.06% | 36 |
|
|
2023
Q4 | – | Sell |
-616
| Closed | -$104K | – | 121 |
|
|
2023
Q3 | $104K | Buy |
+616
| New | +$104K | 0.08% | 35 |
|