Dynasty 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 | – | Sell |
-9,931
| Closed | -$1.49M | – | 247 |
|
|
2025
Q1 | $1.49M | Buy |
9,931
+8,287
| +504% | +$1.24M | 0.02% | 119 |
|
|
2024
Q4 | $250K | Buy |
+1,644
| New | +$250K | ﹤0.01% | 237 |
|
|
2024
Q3 | – | Sell |
-11,197
| Closed | -$1.85M | – | 256 |
|
|
2024
Q2 | $1.85M | Sell |
11,197
-1,770
| -14% | -$292K | 0.05% | 84 |
|
|
2024
Q1 | $2.27M | Buy |
+12,967
| New | +$2.27M | 0.07% | 70 |
|
|
2018
Q4 | – | Sell |
-2,612
| Closed | -$292K | – | 79 |
|
|
2018
Q3 | $292K | Buy |
+2,612
| New | +$292K | 0.38% | 77 |
|