Independent Solutions Wealth Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Sell |
3,555
-173
| -5% | -$22.8K | 0.09% | 127 |
|
|
2025
Q1 | $559K | Buy |
3,728
+486
| +15% | +$72.9K | 0.13% | 120 |
|
|
2024
Q4 | $493K | Sell |
3,242
-119
| -4% | -$18.1K | 0.11% | 123 |
|
|
2024
Q3 | $572K | Buy |
3,361
+719
| +27% | +$122K | 0.13% | 111 |
|
|
2024
Q2 | $436K | Sell |
2,642
-250
| -9% | -$41.2K | 0.1% | 126 |
|
|
2024
Q1 | $506K | Sell |
2,892
-662
| -19% | -$116K | 0.12% | 124 |
|
|
2023
Q4 | $604K | Sell |
3,554
-2,142
| -38% | -$364K | 0.15% | 112 |
|
|
2023
Q3 | $965K | Buy |
5,696
+167
| +3% | +$28.3K | 0.25% | 92 |
|
|
2023
Q2 | $1.02M | Buy |
5,529
+794
| +17% | +$147K | 0.26% | 88 |
|
|
2023
Q1 | $863K | Sell |
4,735
-580
| -11% | -$106K | 0.25% | 91 |
|
|
2022
Q4 | $960K | Buy |
5,315
+148
| +3% | +$26.7K | 0.29% | 85 |
|
|
2022
Q3 | $844K | Buy |
5,167
+395
| +8% | +$64.5K | 0.28% | 82 |
|
|
2022
Q2 | $795K | Buy |
4,772
+1,148
| +32% | +$191K | 0.25% | 86 |
|
|
2022
Q1 | $607K | Sell |
3,624
-66
| -2% | -$11K | 0.14% | 118 |
|
|
2021
Q4 | $641K | Sell |
3,690
-14
| -0.4% | -$2.43K | 0.15% | 117 |
|
|
2021
Q3 | $557K | Buy |
3,704
+97
| +3% | +$14.6K | 0.14% | 129 |
|
|
2021
Q2 | $534K | Buy |
3,607
+1,983
| +122% | +$294K | 0.13% | 131 |
|
|
2021
Q1 | $230K | Sell |
1,624
-157
| -9% | -$22.2K | 0.06% | 181 |
|
|
2020
Q4 | $264K | Buy |
+1,781
| New | +$264K | 0.08% | 157 |
|