Forza 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 | $772K | Sell |
5,844
-110
| -2% | -$14.5K | 0.32% | 82 |
|
|
2025
Q1 | $893K | Hold |
5,954
| – | – | 0.4% | 64 |
|
|
2024
Q4 | $905K | Buy |
5,954
+128
| +2% | +$19.5K | 0.41% | 66 |
|
|
2024
Q3 | $991K | Sell |
5,826
-46
| -0.8% | -$7.82K | 0.45% | 58 |
|
|
2024
Q2 | $968K | Buy |
5,872
+47
| +0.8% | +$7.75K | 0.5% | 55 |
|
|
2024
Q1 | $1.02M | Hold |
5,825
| – | – | 0.53% | 56 |
|
|
2023
Q4 | $989K | Hold |
5,825
| – | – | 0.55% | 57 |
|
|
2023
Q3 | $987K | Buy |
5,825
+150
| +3% | +$25.4K | 0.51% | 65 |
|
|
2023
Q2 | $1.05M | Sell |
5,675
-150
| -3% | -$27.8K | 0.53% | 65 |
|
|
2023
Q1 | $1.06M | Buy |
5,825
+471
| +9% | +$85.9K | 0.55% | 62 |
|
|
2022
Q4 | $967K | Buy |
+5,354
| New | +$967K | 0.64% | 47 |
|