Bridgewealth Advisory Group’s PepsiCo PEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$632K Buy
+4,785
New +$632K 0.16% 61
2025
Q1
Sell
-5,004
Closed -$724K 90
2024
Q4
$724K Buy
5,004
+1,849
+59% +$267K 0.2% 52
2024
Q3
$536K Buy
+3,155
New +$536K 0.2% 53