Envestnet Portfolio Solutions’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.7M | Buy |
95,954
+12,917
| +16% | +$1.71M | 0.05% | 192 |
|
|
2025
Q1 | $12.5M | Sell |
83,037
-27,168
| -25% | -$4.07M | 0.05% | 192 |
|
|
2024
Q4 | $16.8M | Sell |
110,205
-42,736
| -28% | -$6.5M | 0.05% | 159 |
|
|
2024
Q3 | $26M | Buy |
152,941
+8,288
| +6% | +$1.41M | 0.08% | 117 |
|
|
2024
Q2 | $23.9M | Buy |
144,653
+6,880
| +5% | +$1.13M | 0.08% | 120 |
|
|
2024
Q1 | $24.1M | Buy |
137,773
+27,901
| +25% | +$4.88M | 0.09% | 116 |
|
|
2023
Q4 | $18.7M | Sell |
109,872
-1,307
| -1% | -$222K | 0.08% | 124 |
|
|
2023
Q3 | $18.8M | Buy |
+111,179
| New | +$18.8M | 0.09% | 109 |
|