FinDec Wealth Services’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $486K | Buy |
3,681
+23
| +0.6% | +$3.04K | 0.51% | 19 |
|
|
2025
Q1 | $548K | Hold |
3,658
| – | – | 0.54% | 25 |
|
|
2024
Q4 | $556K | Sell |
3,658
-1,034
| -22% | -$157K | 0.39% | 29 |
|
|
2024
Q3 | $798K | Hold |
4,692
| – | – | 0.46% | 30 |
|
|
2024
Q2 | $774K | Hold |
4,692
| – | – | 0.49% | 30 |
|
|
2024
Q1 | $821K | Sell |
4,692
-14
| -0.3% | -$2.45K | 0.52% | 33 |
|
|
2023
Q4 | $799K | Sell |
4,706
-215
| -4% | -$36.5K | 0.53% | 29 |
|
|
2023
Q3 | $834K | Buy |
4,921
+28
| +0.6% | +$4.75K | 0.6% | 28 |
|
|
2023
Q2 | $906K | Sell |
4,893
-5
| -0.1% | -$926 | 0.63% | 27 |
|
|
2023
Q1 | $893K | Hold |
4,898
| – | – | 0.68% | 27 |
|
|
2022
Q4 | $885K | Buy |
+4,898
| New | +$885K | 0.73% | 26 |
|