FSB Premier 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 | $878K | Buy |
6,646
+645
| +11% | +$85.2K | 0.31% | 84 |
|
|
2025
Q1 | $900K | Buy |
6,001
+467
| +8% | +$70K | 0.35% | 81 |
|
|
2024
Q4 | $842K | Buy |
5,534
+710
| +15% | +$108K | 0.34% | 80 |
|
|
2024
Q3 | $820K | Buy |
4,824
+2,017
| +72% | +$343K | 0.34% | 78 |
|
|
2024
Q2 | $463K | Buy |
2,807
+3
| +0.1% | +$495 | 0.21% | 111 |
|
|
2024
Q1 | $491K | Hold |
2,804
| – | – | 0.23% | 92 |
|
|
2023
Q4 | $476K | Buy |
2,804
+34
| +1% | +$5.78K | 0.24% | 89 |
|
|
2023
Q3 | $469K | Buy |
2,770
+14
| +0.5% | +$2.37K | 0.26% | 86 |
|
|
2023
Q2 | $510K | Sell |
2,756
-241
| -8% | -$44.6K | 0.28% | 81 |
|
|
2023
Q1 | $546K | Sell |
2,997
-22
| -0.7% | -$4.01K | 0.3% | 73 |
|
|
2022
Q4 | $545K | Sell |
3,019
-281
| -9% | -$50.8K | 0.3% | 71 |
|
|
2022
Q3 | $538K | Buy |
3,300
+243
| +8% | +$39.6K | 0.31% | 67 |
|
|
2022
Q2 | $509K | Sell |
3,057
-2
| -0.1% | -$333 | 0.28% | 71 |
|
|
2022
Q1 | $543K | Buy |
3,059
+256
| +9% | +$45.4K | 0.27% | 70 |
|
|
2021
Q4 | $486K | Buy |
2,803
+68
| +2% | +$11.8K | 0.2% | 87 |
|
|
2021
Q3 | $411K | Sell |
2,735
-274
| -9% | -$41.2K | 0.21% | 77 |
|
|
2021
Q2 | $445K | Buy |
3,009
+425
| +16% | +$62.9K | 0.23% | 71 |
|
|
2021
Q1 | $365K | Buy |
2,584
+213
| +9% | +$30.1K | 0.2% | 76 |
|
|
2020
Q4 | $351K | Buy |
+2,371
| New | +$351K | 0.19% | 77 |
|