Kaydan 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 | – | Sell |
-1,502
| Closed | -$225K | – | 115 |
|
|
2025
Q1 | $225K | Buy |
1,502
+1
| +0.1% | +$150 | 0.07% | 98 |
|
|
2024
Q4 | $228K | Hold |
1,501
| – | – | 0.08% | 96 |
|
|
2024
Q3 | $255K | Hold |
1,501
| – | – | 0.08% | 93 |
|
|
2024
Q2 | $248K | Hold |
1,501
| – | – | 0.09% | 89 |
|
|
2024
Q1 | $263K | Sell |
1,501
-1
| -0.1% | -$175 | 0.09% | 86 |
|
|
2023
Q4 | $255K | Sell |
1,502
-22
| -1% | -$3.74K | 0.1% | 86 |
|
|
2023
Q3 | $258K | Hold |
1,524
| – | – | 0.1% | 84 |
|
|
2023
Q2 | $282K | Sell |
1,524
-98
| -6% | -$18.1K | 0.12% | 81 |
|
|
2023
Q1 | $296K | Buy |
1,622
+232
| +17% | +$42.3K | 0.12% | 77 |
|
|
2022
Q4 | $251K | Hold |
1,390
| – | – | 0.1% | 78 |
|
|
2022
Q3 | $227K | Hold |
1,390
| – | – | 0.13% | 77 |
|
|
2022
Q2 | $232K | Sell |
1,390
-16
| -1% | -$2.67K | 0.13% | 83 |
|
|
2022
Q1 | $235K | Sell |
1,406
-8
| -0.6% | -$1.34K | 0.1% | 91 |
|
|
2021
Q4 | $246K | Buy |
+1,414
| New | +$246K | 0.09% | 94 |
|