GC Wealth Management RIA’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.84M | Buy |
36,666
+19,191
| +110% | +$2.53M | 0.4% | 47 |
|
2025
Q1 | $2.62M | Buy |
17,475
+1,163
| +7% | +$174K | 0.48% | 48 |
|
2024
Q4 | $2.48M | Buy |
16,312
+3,084
| +23% | +$469K | 0.44% | 55 |
|
2024
Q3 | $2.25M | Buy |
13,228
+1,841
| +16% | +$313K | 0.39% | 59 |
|
2024
Q2 | $1.88M | Buy |
11,387
+1,737
| +18% | +$286K | 0.37% | 57 |
|
2024
Q1 | $1.69M | Buy |
9,650
+3,163
| +49% | +$554K | 0.34% | 62 |
|
2023
Q4 | $1.1M | Buy |
+6,487
| New | +$1.1M | 0.5% | 55 |
|