Elevation Wealth Partners’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $179K | Sell |
1,356
-639
| -32% | -$84.4K | 0.07% | 118 |
|
|
2025
Q1 | $299K | Sell |
1,995
-38
| -2% | -$5.7K | 0.13% | 89 |
|
|
2024
Q4 | $309K | Sell |
2,033
-240
| -11% | -$36.5K | 0.13% | 89 |
|
|
2024
Q3 | $387K | Buy |
2,273
+1
| +0% | +$170 | 0.17% | 76 |
|
|
2024
Q2 | $375K | Sell |
2,272
-109
| -5% | -$18K | 0.18% | 76 |
|
|
2024
Q1 | $417K | Sell |
2,381
-103
| -4% | -$18K | 0.21% | 74 |
|
|
2023
Q4 | $421K | Buy |
2,484
+1,171
| +89% | +$198K | 0.25% | 71 |
|
|
2023
Q3 | $222K | Hold |
1,313
| – | – | 0.19% | 50 |
|
|
2023
Q2 | $243K | Hold |
1,313
| – | – | 0.2% | 50 |
|
|
2023
Q1 | $239K | Buy |
+1,313
| New | +$239K | 0.22% | 54 |
|