Evergreen Private Wealth’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.9K | Hold |
105
| – | – | 0.01% | 146 |
|
|
2025
Q1 | $15.7K | Hold |
105
| – | – | 0.01% | 144 |
|
|
2024
Q4 | $16K | Hold |
105
| – | – | 0.01% | 152 |
|
|
2024
Q3 | $17.9K | Hold |
105
| – | – | 0.01% | 150 |
|
|
2024
Q2 | $17.3K | Hold |
105
| – | – | 0.01% | 153 |
|
|
2024
Q1 | $18.4K | Hold |
105
| – | – | 0.01% | 153 |
|
|
2023
Q4 | $17.8K | Buy |
+105
| New | +$17.8K | 0.01% | 155 |
|