Dodds Wealth’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Sell |
2,675
-300
| -10% | -$39.6K | 0.09% | 39 |
|
|
2025
Q1 | $446K | Hold |
2,975
| – | – | 0.15% | 42 |
|
|
2024
Q4 | $441K | Sell |
2,975
-53
| -2% | -$7.85K | 0.14% | 39 |
|
|
2024
Q3 | $524K | Sell |
3,028
-41
| -1% | -$7.09K | 0.17% | 37 |
|
|
2024
Q2 | $497K | Hold |
3,069
| – | – | 0.19% | 35 |
|
|
2024
Q1 | $537K | Buy |
3,069
+1,692
| +123% | +$296K | 0.22% | 34 |
|
|
2023
Q4 | $234K | Buy |
+1,377
| New | +$234K | 0.12% | 48 |
|