Congress 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 | $5.61M | Buy |
42,458
+4,527
| +12% | +$598K | 0.05% | 362 |
|
|
2025
Q1 | $5.66M | Buy |
37,931
+12,805
| +51% | +$1.91M | 0.07% | 311 |
|
|
2024
Q4 | $3.82M | Buy |
25,126
+969
| +4% | +$147K | 0.05% | 320 |
|
|
2024
Q3 | $4.11M | Buy |
24,157
+10,476
| +77% | +$1.78M | 0.05% | 320 |
|
|
2024
Q2 | $2.26M | Buy |
13,681
+4,978
| +57% | +$821K | 0.04% | 339 |
|
|
2024
Q1 | $1.52M | Sell |
8,703
-1,435
| -14% | -$251K | 0.03% | 341 |
|
|
2023
Q4 | $1.72M | Sell |
10,138
-62,865
| -86% | -$10.7M | 0.03% | 332 |
|
|
2023
Q3 | $12.4M | Buy |
73,003
+2,929
| +4% | +$496K | 0.26% | 112 |
|
|
2023
Q2 | $13M | Buy |
70,074
+414
| +0.6% | +$76.7K | 0.3% | 92 |
|
|
2023
Q1 | $12.7M | Sell |
69,660
-1,762
| -2% | -$321K | 0.31% | 85 |
|
|
2022
Q4 | $12.9M | Buy |
71,422
+2,524
| +4% | +$456K | 0.33% | 73 |
|
|
2022
Q3 | $11.2M | Buy |
68,898
+2,650
| +4% | +$433K | 0.3% | 87 |
|
|
2022
Q2 | $11M | Sell |
66,248
-527
| -0.8% | -$87.8K | 0.28% | 94 |
|
|
2022
Q1 | $11.2M | Buy |
66,775
+56,630
| +558% | +$9.48M | 0.24% | 108 |
|
|
2021
Q4 | $1.76M | Buy |
+10,145
| New | +$1.76M | 0.04% | 315 |
|