Keyes Stange & Wooten 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 | $247K | Hold |
1,873
| – | – | 0.13% | 62 |
|
2025
Q1 | $281K | Hold |
1,873
| – | – | 0.16% | 53 |
|
2024
Q4 | $285K | Sell |
1,873
-60
| -3% | -$9.12K | 0.17% | 56 |
|
2024
Q3 | $329K | Hold |
1,933
| – | – | 0.2% | 53 |
|
2024
Q2 | $319K | Hold |
1,933
| – | – | 0.22% | 48 |
|
2024
Q1 | $338K | Hold |
1,933
| – | – | 0.3% | 45 |
|
2023
Q4 | $328K | Buy |
+1,933
| New | +$328K | 0.35% | 42 |
|