Denver PWM’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-273
| Closed | -$41.5K | – | 180 |
|
|
2024
Q4 | $41.5K | Hold |
273
| – | – | 0.02% | 117 |
|
|
2024
Q3 | $46.4K | Buy |
273
+5
| +2% | +$850 | 0.02% | 122 |
|
|
2024
Q2 | $44.2K | Buy |
+268
| New | +$44.2K | 0.02% | 140 |
|
|
2019
Q4 | – | Sell |
-261
| Closed | -$35.7K | – | 175 |
|
|
2019
Q3 | $35.7K | Buy |
+261
| New | +$35.7K | 0.02% | 145 |
|