Keystone Wealth Services’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Buy |
1,917
+15
| +0.8% | +$1.98K | 0.06% | 244 |
|
|
2025
Q1 | $285K | Sell |
1,902
-97
| -5% | -$14.5K | 0.08% | 214 |
|
|
2024
Q4 | $304K | Sell |
1,999
-154
| -7% | -$23.4K | 0.08% | 206 |
|
|
2024
Q3 | $366K | Sell |
2,153
-90
| -4% | -$15.3K | 0.1% | 177 |
|
|
2024
Q2 | $370K | Buy |
2,243
+46
| +2% | +$7.59K | 0.12% | 156 |
|
|
2024
Q1 | $384K | Sell |
2,197
-68
| -3% | -$11.9K | 0.13% | 150 |
|
|
2023
Q4 | $385K | Sell |
2,265
-152
| -6% | -$25.8K | 0.13% | 144 |
|
|
2023
Q3 | $409K | Sell |
2,417
-80
| -3% | -$13.6K | 0.16% | 133 |
|
|
2023
Q2 | $463K | Buy |
2,497
+160
| +7% | +$29.6K | 0.17% | 124 |
|
|
2023
Q1 | $426K | Sell |
2,337
-17
| -0.7% | -$3.1K | 0.17% | 123 |
|
|
2022
Q4 | $425K | Buy |
2,354
+114
| +5% | +$20.6K | 0.19% | 116 |
|
|
2022
Q3 | $366K | Buy |
2,240
+4
| +0.2% | +$654 | 0.17% | 105 |
|
|
2022
Q2 | $373K | Buy |
2,236
+2
| +0.1% | +$334 | 0.17% | 106 |
|
|
2022
Q1 | $374K | Buy |
2,234
+4
| +0.2% | +$670 | 0.15% | 112 |
|
|
2021
Q4 | $387K | Buy |
+2,230
| New | +$387K | 0.16% | 111 |
|