Keener Financial Planning’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64K | Hold |
492
| – | – | 0.03% | 91 |
|
|
2025
Q1 | $73K | Hold |
492
| – | – | 0.05% | 70 |
|
|
2024
Q4 | $74K | Hold |
492
| – | – | 0.04% | 76 |
|
|
2024
Q3 | $83K | Hold |
492
| – | – | 0.05% | 66 |
|
|
2024
Q2 | $81K | Sell |
492
-32
| -6% | -$5.27K | 0.05% | 72 |
|
|
2024
Q1 | $92K | Buy |
524
+74
| +16% | +$13K | 0.06% | 66 |
|
|
2023
Q4 | $76K | Buy |
+450
| New | +$76K | 0.06% | 77 |
|