Fingerlakes 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 | – | Sell |
-1,360
| Closed | -$204K | – | 93 |
|
|
2025
Q1 | $204K | Sell |
1,360
-135
| -9% | -$20.2K | 0.17% | 85 |
|
|
2024
Q4 | $227K | Sell |
1,495
-16
| -1% | -$2.43K | 0.18% | 81 |
|
|
2024
Q3 | $257K | Buy |
1,511
+12
| +0.8% | +$2.04K | 0.21% | 78 |
|
|
2024
Q2 | $247K | Buy |
1,499
+22
| +1% | +$3.63K | 0.22% | 81 |
|
|
2024
Q1 | $258K | Buy |
1,477
+11
| +0.8% | +$1.93K | 0.25% | 79 |
|
|
2023
Q4 | $249K | Hold |
1,466
| – | – | 0.27% | 79 |
|
|
2023
Q3 | $248K | Sell |
1,466
-26
| -2% | -$4.41K | 0.3% | 74 |
|
|
2023
Q2 | $276K | Buy |
1,492
+26
| +2% | +$4.82K | 0.32% | 76 |
|
|
2023
Q1 | $267K | Buy |
1,466
+18
| +1% | +$3.28K | 0.33% | 76 |
|
|
2022
Q4 | $262K | Sell |
1,448
-1
| -0.1% | -$181 | 0.36% | 77 |
|
|
2022
Q3 | $237K | Sell |
1,449
-265
| -15% | -$43.3K | 0.35% | 74 |
|
|
2022
Q2 | $286K | Sell |
1,714
-54
| -3% | -$9.01K | 0.39% | 70 |
|
|
2022
Q1 | $296K | Buy |
1,768
+23
| +1% | +$3.85K | 0.35% | 73 |
|
|
2021
Q4 | $305K | Buy |
+1,745
| New | +$305K | 0.34% | 77 |
|