Insight 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 | $297K | Hold |
2,253
| – | – | 0.12% | 87 |
|
|
2025
Q1 | $338K | Hold |
2,253
| – | – | 0.06% | 81 |
|
|
2024
Q4 | $343K | Sell |
2,253
-435
| -16% | -$66.1K | 0.05% | 74 |
|
|
2024
Q3 | $457K | Buy |
2,688
+384
| +17% | +$65.3K | 0.09% | 70 |
|
|
2024
Q2 | $380K | Buy |
2,304
+127
| +6% | +$20.9K | 0.07% | 68 |
|
|
2024
Q1 | $381K | Hold |
2,177
| – | – | 0.07% | 65 |
|
|
2023
Q4 | $370K | Buy |
+2,177
| New | +$370K | 0.06% | 56 |
|