Iron Horse Wealth Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82.3K | Buy |
623
+1
| +0.2% | +$132 | 0.02% | 102 |
|
|
2025
Q1 | $93.3K | Sell |
622
-173
| -22% | -$25.9K | 0.03% | 81 |
|
|
2024
Q4 | $121K | Buy |
795
+94
| +13% | +$14.3K | 0.04% | 72 |
|
|
2024
Q3 | $119K | Buy |
701
+156
| +29% | +$26.5K | 0.04% | 66 |
|
|
2024
Q2 | $89.8K | Buy |
545
+412
| +310% | +$67.9K | 0.03% | 66 |
|
|
2024
Q1 | $23.3K | Buy |
133
+105
| +375% | +$18.4K | 0.01% | 127 |
|
|
2023
Q4 | $4.76K | Hold |
28
| – | – | ﹤0.01% | 267 |
|
|
2023
Q3 | $4.74K | Hold |
28
| – | – | ﹤0.01% | 269 |
|
|
2023
Q2 | $5.19K | Hold |
28
| – | – | ﹤0.01% | 184 |
|
|
2023
Q1 | $5.1K | Buy |
28
+6
| +27% | +$1.09K | ﹤0.01% | 201 |
|
|
2022
Q4 | $4K | Buy |
22
+8
| +57% | +$1.46K | ﹤0.01% | 167 |
|
|
2022
Q3 | $2K | Sell |
14
-3
| -18% | -$429 | ﹤0.01% | 115 |
|
|
2022
Q2 | $3K | Sell |
17
-50
| -75% | -$8.82K | ﹤0.01% | 178 |
|
|
2022
Q1 | $11K | Buy |
67
+50
| +294% | +$8.21K | 0.01% | 127 |
|
|
2021
Q4 | $3K | Hold |
17
| – | – | ﹤0.01% | 166 |
|
|
2021
Q3 | $3K | Hold |
17
| – | – | ﹤0.01% | 149 |
|
|
2021
Q2 | $3K | Hold |
17
| – | – | ﹤0.01% | 152 |
|
|
2021
Q1 | $2K | Hold |
17
| – | – | ﹤0.01% | 150 |
|
|
2020
Q4 | $3K | Buy |
+17
| New | +$3K | ﹤0.01% | 141 |
|