Dogwood 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 | $72.7K | Buy |
539
+72
| +15% | +$9.71K | 0.04% | 108 |
|
|
2025
Q1 | $70K | Buy |
467
+15
| +3% | +$2.25K | 0.04% | 106 |
|
|
2024
Q4 | $68.8K | Sell |
452
-84
| -16% | -$12.8K | 0.04% | 108 |
|
|
2024
Q3 | $91.1K | Buy |
536
+5
| +0.9% | +$850 | 0.05% | 103 |
|
|
2024
Q2 | $87.7K | Sell |
531
-4
| -0.7% | -$660 | 0.05% | 101 |
|
|
2024
Q1 | $93.7K | Sell |
535
-119
| -18% | -$20.8K | 0.06% | 112 |
|
|
2023
Q4 | $112K | Buy |
+654
| New | +$112K | 0.09% | 94 |
|