Ipsen Advisor Group’s PepsiCo PEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$950K Buy
7,191
+4,017
+127% +$530K 0.72% 40
2025
Q1
$476K Buy
3,174
+84
+3% +$12.6K 0.41% 63
2024
Q4
$470K Buy
+3,090
New +$470K 0.4% 60
2022
Q4
$356K Buy
+1,969
New +$356K 0.41% 66