Gentry Private Wealth’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $449K | Buy |
3,397
+11
| +0.3% | +$1.45K | 0.34% | 57 |
|
|
2025
Q1 | $508K | Buy |
+3,386
| New | +$508K | 0.42% | 47 |
|
|
2024
Q4 | – | Sell |
-2,304
| Closed | -$392K | – | 65 |
|
|
2024
Q3 | $392K | Sell |
2,304
-101
| -4% | -$17.2K | 0.32% | 55 |
|
|
2024
Q2 | $397K | Buy |
+2,405
| New | +$397K | 0.35% | 47 |
|