EPG 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 | $775K | Sell |
5,867
-514
| -8% | -$67.9K | 0.23% | 117 |
|
|
2025
Q1 | $957K | Sell |
6,381
-8,993
| -58% | -$1.35M | 0.27% | 111 |
|
|
2024
Q4 | $2.34M | Sell |
15,374
-803
| -5% | -$122K | 0.62% | 34 |
|
|
2024
Q3 | $2.75M | Buy |
+16,177
| New | +$2.75M | 0.69% | 27 |
|
|
2024
Q2 | – | Sell |
-16,942
| Closed | -$2.96M | – | 25 |
|
|
2024
Q1 | $2.96M | Sell |
16,942
-5,082
| -23% | -$889K | 0.73% | 24 |
|
|
2023
Q4 | $3.72M | Buy |
22,024
+821
| +4% | +$139K | 0.98% | 17 |
|
|
2023
Q3 | $3.59M | Buy |
21,203
+3,360
| +19% | +$569K | 1.08% | 16 |
|
|
2023
Q2 | $3.3M | Sell |
17,843
-100
| -0.6% | -$18.5K | 0.98% | 16 |
|
|
2023
Q1 | $3.27M | Buy |
17,943
+2,621
| +17% | +$478K | 1.03% | 16 |
|
|
2022
Q4 | $2.77M | Buy |
15,322
+288
| +2% | +$52K | 1.05% | 19 |
|
|
2022
Q3 | $2.45M | Buy |
15,034
+868
| +6% | +$142K | 1.01% | 17 |
|
|
2022
Q2 | $2.36M | Buy |
14,166
+72
| +0.5% | +$12K | 1.01% | 19 |
|
|
2022
Q1 | $2.36M | Buy |
14,094
+1,438
| +11% | +$241K | 0.82% | 26 |
|
|
2021
Q4 | $2.2M | Buy |
12,656
+448
| +4% | +$77.7K | 0.77% | 26 |
|
|
2021
Q3 | $1.84M | Buy |
12,208
+530
| +5% | +$79.7K | 0.74% | 27 |
|
|
2021
Q2 | $1.73M | Buy |
11,678
+474
| +4% | +$70.2K | 0.73% | 29 |
|
|
2021
Q1 | $1.59M | Buy |
11,204
+1,393
| +14% | +$197K | 0.77% | 26 |
|
|
2020
Q4 | $1.46M | Buy |
9,811
+638
| +7% | +$94.6K | 0.87% | 25 |
|
|
2020
Q3 | $1.27M | Buy |
9,173
+600
| +7% | +$83.1K | 0.94% | 26 |
|
|
2020
Q2 | $1.13M | Sell |
8,573
-1,141
| -12% | -$151K | 0.8% | 32 |
|
|
2020
Q1 | $1.17M | Buy |
9,714
+2,394
| +33% | +$288K | 0.86% | 23 |
|
|
2019
Q4 | $1M | Buy |
+7,320
| New | +$1M | 0.73% | 32 |
|