Johnson & White 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 | $750K | Sell |
5,680
-50
| -0.9% | -$6.6K | 0.38% | 55 |
|
|
2025
Q1 | $859K | Buy |
5,730
+364
| +7% | +$54.6K | 0.48% | 51 |
|
|
2024
Q4 | $806K | Buy |
+5,366
| New | +$806K | 0.49% | 48 |
|
|
2024
Q2 | – | Sell |
-4,804
| Closed | -$841K | – | 78 |
|
|
2024
Q1 | $841K | Buy |
4,804
+333
| +7% | +$58.3K | 0.61% | 42 |
|
|
2023
Q4 | $759K | Buy |
4,471
+258
| +6% | +$43.8K | 0.63% | 42 |
|
|
2023
Q3 | $714K | Buy |
+4,213
| New | +$714K | 0.65% | 40 |
|
|
2023
Q2 | – | Sell |
-4,207
| Closed | -$767K | – | 62 |
|
|
2023
Q1 | $767K | Buy |
+4,207
| New | +$767K | 0.68% | 35 |
|
|
2022
Q4 | – | Sell |
-3,848
| Closed | -$628K | – | 110 |
|
|
2022
Q3 | $628K | Buy |
+3,848
| New | +$628K | 0.71% | 34 |
|