Holistic Planning’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $687K | Buy |
5,200
+1,229
| +31% | +$162K | 0.2% | 89 |
|
|
2025
Q1 | $595K | Sell |
3,971
-102
| -3% | -$15.3K | 0.2% | 88 |
|
|
2024
Q4 | $619K | Sell |
4,073
-5
| -0.1% | -$760 | 0.22% | 82 |
|
|
2024
Q3 | $693K | Buy |
4,078
+92
| +2% | +$15.6K | 0.29% | 69 |
|
|
2024
Q2 | $698K | Hold |
3,986
| – | – | 0.54% | 52 |
|
|
2024
Q1 | $698K | Sell |
3,986
-32
| -0.8% | -$5.6K | 0.53% | 52 |
|
|
2023
Q4 | $682K | Buy |
+4,018
| New | +$682K | 0.57% | 47 |
|