International Private Wealth Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,627
| Closed | -$244K | – | 178 |
|
|
2025
Q1 | $244K | Buy |
1,627
+39
| +2% | +$5.85K | 0.23% | 130 |
|
|
2024
Q4 | $241K | Buy |
1,588
+28
| +2% | +$4.26K | 0.24% | 130 |
|
|
2024
Q3 | $265K | Sell |
1,560
-35
| -2% | -$5.95K | 0.39% | 90 |
|
|
2024
Q2 | $263K | Buy |
1,595
+109
| +7% | +$18K | 0.44% | 87 |
|
|
2024
Q1 | $260K | Buy |
1,486
+301
| +25% | +$52.7K | 0.5% | 84 |
|
|
2023
Q4 | $201K | Buy |
+1,185
| New | +$201K | 0.2% | 94 |
|