Heritage Wealth Management (California)’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Sell |
3,205
-286
| -8% | -$37.8K | 0.28% | 55 |
|
|
2025
Q1 | $523K | Sell |
3,491
-37
| -1% | -$5.55K | 0.39% | 46 |
|
|
2024
Q4 | $536K | Buy |
3,528
+428
| +14% | +$65.1K | 0.39% | 45 |
|
|
2024
Q3 | $527K | Hold |
3,100
| – | – | 0.37% | 44 |
|
|
2024
Q2 | $511K | Buy |
3,100
+5
| +0.2% | +$825 | 0.38% | 41 |
|
|
2024
Q1 | $542K | Buy |
3,095
+2
| +0.1% | +$350 | 0.41% | 41 |
|
|
2023
Q4 | $525K | Buy |
+3,093
| New | +$525K | 0.42% | 38 |
|