Gen-Wealth Partners’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
10,177
+825
| +9% | +$109K | 0.52% | 53 |
|
|
2025
Q1 | $1.4M | Buy |
9,352
+1,387
| +17% | +$208K | 0.59% | 41 |
|
|
2024
Q4 | $1.21M | Buy |
7,965
+1,094
| +16% | +$166K | 0.52% | 51 |
|
|
2024
Q3 | $1.14M | Buy |
6,871
+1,402
| +26% | +$233K | 0.5% | 42 |
|
|
2024
Q2 | $902K | Buy |
5,469
+525
| +11% | +$86.6K | 0.44% | 54 |
|
|
2024
Q1 | $865K | Buy |
+4,944
| New | +$865K | 0.43% | 51 |
|