Invenio 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 | $414K | Buy |
3,132
+1,267
| +68% | +$167K | 0.16% | 64 |
|
|
2025
Q1 | $280K | Buy |
1,865
+33
| +2% | +$4.95K | 0.12% | 73 |
|
|
2024
Q4 | $279K | Buy |
1,832
+62
| +4% | +$9.43K | 0.12% | 81 |
|
|
2024
Q3 | $301K | Buy |
1,770
+55
| +3% | +$9.35K | 0.13% | 76 |
|
|
2024
Q2 | $283K | Buy |
1,715
+39
| +2% | +$6.43K | 0.14% | 76 |
|
|
2024
Q1 | $293K | Buy |
1,676
+482
| +40% | +$84.4K | 0.16% | 71 |
|
|
2023
Q4 | $203K | Buy |
+1,194
| New | +$203K | 0.15% | 96 |
|