Insight Wealth Strategies’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Buy |
1,915
+12
| +0.6% | +$1.62K | 0.03% | 148 |
|
|
2025
Q1 | $285K | Sell |
1,903
-1,834
| -49% | -$275K | 0.04% | 138 |
|
|
2024
Q4 | $568K | Buy |
3,737
+15
| +0.4% | +$2.28K | 0.08% | 118 |
|
|
2024
Q3 | $633K | Buy |
+3,722
| New | +$633K | 0.08% | 123 |
|
|
2022
Q1 | – | Sell |
-12,415
| Closed | -$2.16M | – | 168 |
|
|
2021
Q4 | $2.16M | Buy |
12,415
+267
| +2% | +$46.4K | 0.31% | 46 |
|
|
2021
Q3 | $1.83M | Buy |
12,148
+366
| +3% | +$55K | 0.26% | 57 |
|
|
2021
Q2 | $1.75M | Buy |
11,782
+9,290
| +373% | +$1.38M | 0.25% | 55 |
|
|
2021
Q1 | $352K | Buy |
2,492
+6
| +0.2% | +$848 | 0.05% | 165 |
|
|
2020
Q4 | $369K | Buy |
2,486
+113
| +5% | +$16.8K | 0.06% | 139 |
|
|
2020
Q3 | $329K | Buy |
2,373
+258
| +12% | +$35.8K | 0.06% | 134 |
|
|
2020
Q2 | $280K | Buy |
+2,115
| New | +$280K | 0.06% | 135 |
|