Foguth 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
Q1 | – | Sell |
-1,709
| Closed | -$255K | – | 163 |
|
|
2024
Q4 | $255K | Sell |
1,709
-785
| -31% | -$117K | 0.07% | 125 |
|
|
2024
Q3 | $425K | Sell |
2,494
-308
| -11% | -$52.5K | 0.15% | 81 |
|
|
2024
Q2 | $462K | Buy |
2,802
+861
| +44% | +$142K | 0.2% | 69 |
|
|
2024
Q1 | $340K | Buy |
+1,941
| New | +$340K | 0.18% | 92 |
|