Centurion 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 | $273K | Buy |
2,068
+75
| +4% | +$9.9K | 0.08% | 185 |
|
|
2025
Q1 | $303K | Hold |
1,993
| – | – | 0.09% | 153 |
|
|
2024
Q4 | $303K | Sell |
1,993
-242
| -11% | -$36.8K | 0.09% | 153 |
|
|
2024
Q3 | $380K | Buy |
+2,235
| New | +$380K | 0.12% | 124 |
|
|
2024
Q1 | $362K | Buy |
2,068
+20
| +1% | +$3.5K | 0.14% | 107 |
|
|
2023
Q4 | $348K | Hold |
2,048
| – | – | 0.15% | 106 |
|
|
2023
Q3 | $347K | Sell |
2,048
-233
| -10% | -$39.5K | 0.17% | 97 |
|
|
2023
Q2 | $422K | Sell |
2,281
-31
| -1% | -$5.74K | 0.2% | 89 |
|
|
2023
Q1 | $421K | Sell |
2,312
-121
| -5% | -$22.1K | 0.21% | 84 |
|
|
2022
Q4 | $440K | Buy |
+2,433
| New | +$440K | 0.25% | 83 |
|