IAG 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 | $98.2K | Sell |
744
-210
| -22% | -$27.7K | 0.01% | 151 |
|
|
2025
Q1 | $143K | Sell |
954
-82
| -8% | -$12.3K | 0.02% | 121 |
|
|
2024
Q4 | $158K | Hold |
1,036
| – | – | 0.03% | 106 |
|
|
2024
Q3 | $176K | Hold |
1,036
| – | – | 0.03% | 101 |
|
|
2024
Q2 | $171K | Sell |
1,036
-690
| -40% | -$114K | 0.03% | 99 |
|
|
2024
Q1 | $302K | Buy |
1,726
+495
| +40% | +$86.6K | 0.06% | 73 |
|
|
2023
Q4 | $209K | Buy |
1,231
+29
| +2% | +$4.93K | 0.05% | 82 |
|
|
2023
Q3 | $204K | Sell |
1,202
-145
| -11% | -$24.6K | 0.06% | 75 |
|
|
2023
Q2 | $249K | Sell |
1,347
-249
| -16% | -$46.1K | 0.07% | 73 |
|
|
2023
Q1 | $291K | Buy |
1,596
+92
| +6% | +$16.8K | 0.08% | 61 |
|
|
2022
Q4 | $272K | Hold |
1,504
| – | – | 0.08% | 60 |
|
|
2022
Q3 | $246K | Buy |
1,504
+104
| +7% | +$17K | 0.08% | 55 |
|
|
2022
Q2 | $233K | Sell |
1,400
-32
| -2% | -$5.33K | 0.08% | 58 |
|
|
2022
Q1 | $240K | Buy |
+1,432
| New | +$240K | 0.08% | 59 |
|
|
2021
Q4 | – | Sell |
-1,520
| Closed | -$229K | – | 422 |
|
|
2021
Q3 | $229K | Hold |
1,520
| – | – | 0.08% | 51 |
|
|
2021
Q2 | $226K | Hold |
1,520
| – | – | 0.08% | 48 |
|
|
2021
Q1 | $216K | Hold |
1,520
| – | – | 0.08% | 46 |
|
|
2020
Q4 | $226K | Hold |
1,520
| – | – | 0.09% | 49 |
|
|
2020
Q3 | $211K | Sell |
1,520
-28
| -2% | -$3.89K | 0.1% | 50 |
|
|
2020
Q2 | $205K | Hold |
1,548
| – | – | 0.1% | 46 |
|
|
2020
Q1 | $186K | Hold |
1,548
| – | – | 0.12% | 49 |
|
|
2019
Q4 | $212K | Buy |
+1,548
| New | +$212K | 0.14% | 46 |
|