Future Financial 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 | $103K | Buy |
776
+100
| +15% | +$13.2K | 0.07% | 161 |
|
|
2025
Q1 | $101K | Buy |
676
+50
| +8% | +$7.5K | 0.07% | 156 |
|
|
2024
Q4 | $95.2K | Sell |
626
-290
| -32% | -$44.1K | 0.07% | 162 |
|
|
2024
Q3 | $156K | Buy |
+916
| New | +$156K | 0.11% | 132 |
|
|
2024
Q2 | – | Sell |
-915
| Closed | -$160K | – | 350 |
|
|
2024
Q1 | $160K | Sell |
915
-351
| -28% | -$61.5K | 0.12% | 133 |
|
|
2023
Q4 | $215K | Sell |
1,266
-108
| -8% | -$18.3K | 0.21% | 95 |
|
|
2023
Q3 | $233K | Buy |
1,374
+1
| +0.1% | +$169 | 0.26% | 90 |
|
|
2023
Q2 | $254K | Buy |
1,373
+145
| +12% | +$26.9K | 0.27% | 87 |
|
|
2023
Q1 | $224K | Sell |
1,228
-1,716
| -58% | -$313K | 0.25% | 96 |
|
|
2022
Q4 | $532K | Sell |
2,944
-47
| -2% | -$8.49K | 0.61% | 53 |
|
|
2022
Q3 | $499K | Buy |
2,991
+67
| +2% | +$11.2K | 0.57% | 56 |
|
|
2022
Q2 | $489K | Hold |
2,924
| – | – | 0.48% | 66 |
|
|
2022
Q1 | $489K | Sell |
2,924
-7
| -0.2% | -$1.17K | 0.41% | 66 |
|
|
2021
Q4 | $507K | Buy |
2,931
+161
| +6% | +$27.9K | 0.41% | 63 |
|
|
2021
Q3 | $410K | Hold |
2,770
| – | – | 0.42% | 73 |
|
|
2021
Q2 | $410K | Buy |
2,770
+264
| +11% | +$39.1K | 0.42% | 73 |
|
|
2021
Q1 | $354K | Buy |
2,506
+69
| +3% | +$9.75K | 0.41% | 74 |
|
|
2020
Q4 | $361K | Buy |
+2,437
| New | +$361K | 0.42% | 73 |
|