Independent Wealth Network’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Buy |
1,965
+83
| +4% | +$11K | 0.09% | 213 |
|
|
2025
Q1 | $282K | Sell |
1,882
-17
| -0.9% | -$2.55K | 0.11% | 186 |
|
|
2024
Q4 | $289K | Buy |
1,899
+33
| +2% | +$5.02K | 0.12% | 176 |
|
|
2024
Q3 | $317K | Sell |
1,866
-155
| -8% | -$26.4K | 0.14% | 163 |
|
|
2024
Q2 | $333K | Buy |
2,021
+149
| +8% | +$24.6K | 0.16% | 152 |
|
|
2024
Q1 | $328K | Sell |
1,872
-33
| -2% | -$5.78K | 0.15% | 159 |
|
|
2023
Q4 | $324K | Buy |
1,905
+91
| +5% | +$15.5K | 0.17% | 141 |
|
|
2023
Q3 | $307K | Buy |
1,814
+14
| +0.8% | +$2.37K | 0.19% | 130 |
|
|
2023
Q2 | $333K | Buy |
1,800
+48
| +3% | +$8.89K | 0.2% | 132 |
|
|
2023
Q1 | $319K | Buy |
1,752
+220
| +14% | +$40.1K | 0.2% | 127 |
|
|
2022
Q4 | $277K | Buy |
1,532
+1
| +0.1% | +$181 | 0.19% | 133 |
|
|
2022
Q3 | $250K | Sell |
1,531
-80
| -5% | -$13.1K | 0.2% | 137 |
|
|
2022
Q2 | $269K | Sell |
1,611
-21
| -1% | -$3.51K | 0.19% | 133 |
|
|
2022
Q1 | $273K | Buy |
1,632
+41
| +3% | +$6.86K | 0.17% | 150 |
|
|
2021
Q4 | $276K | Hold |
1,591
| – | – | 0.17% | 146 |
|
|
2021
Q3 | $261K | Buy |
+1,591
| New | +$261K | 0.17% | 150 |
|