Kathleen S. Wright Associates’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.4K | Hold |
200
| – | – | 0.01% | 183 |
|
|
2025
Q1 | $30K | Hold |
200
| – | – | 0.01% | 168 |
|
|
2024
Q4 | $30.4K | Hold |
200
| – | – | 0.01% | 172 |
|
|
2024
Q3 | $34K | Hold |
200
| – | – | 0.01% | 170 |
|
|
2024
Q2 | $33K | Hold |
200
| – | – | 0.02% | 155 |
|
|
2024
Q1 | $35K | Buy |
+200
| New | +$35K | 0.02% | 145 |
|