Facet Wealth Inc’s PepsiCo PEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$297K Buy
2,152
+491
+30% +$67.7K 0.01% 131
2025
Q1
$219K Buy
1,661
+3
+0.2% +$396 0.01% 130
2024
Q4
$240K Sell
1,658
-70
-4% -$10.1K 0.01% 125
2024
Q3
$286K Buy
1,728
+451
+35% +$74.7K 0.01% 115
2024
Q2
$221K Buy
+1,277
New +$221K 0.01% 129