Capital Advisors 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 | $787K | Buy |
5,962
+394
| +7% | +$52K | 0.12% | 86 |
|
|
2025
Q1 | $835K | Buy |
5,568
+974
| +21% | +$146K | 0.15% | 76 |
|
|
2024
Q4 | $699K | Sell |
4,594
-423
| -8% | -$64.3K | 0.12% | 78 |
|
|
2024
Q3 | $853K | Buy |
5,017
+168
| +3% | +$28.6K | 0.16% | 70 |
|
|
2024
Q2 | $800K | Buy |
4,849
+260
| +6% | +$42.9K | 0.16% | 64 |
|
|
2024
Q1 | $803K | Buy |
4,589
+2,659
| +138% | +$465K | 0.17% | 62 |
|
|
2023
Q4 | $328K | Buy |
1,930
+6
| +0.3% | +$1.02K | 0.07% | 101 |
|
|
2023
Q3 | $326K | Buy |
1,924
+124
| +7% | +$21K | 0.09% | 96 |
|
|
2023
Q2 | $333K | Buy |
1,800
+8
| +0.4% | +$1.48K | 0.09% | 95 |
|
|
2023
Q1 | $327K | Buy |
1,792
+5
| +0.3% | +$911 | 0.09% | 97 |
|
|
2022
Q4 | $323K | Buy |
+1,787
| New | +$323K | 0.1% | 93 |
|