Kingswood Wealth Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Sell |
11,155
-1,483
| -12% | -$196K | 0.12% | 189 |
|
|
2025
Q1 | $1.89M | Sell |
12,638
-772
| -6% | -$116K | 0.17% | 145 |
|
|
2024
Q4 | $2.04M | Sell |
13,410
-7,106
| -35% | -$1.08M | 0.15% | 149 |
|
|
2024
Q3 | $3.49M | Buy |
20,516
+6,031
| +42% | +$1.03M | 0.25% | 95 |
|
|
2024
Q2 | $2.39M | Buy |
14,485
+3,512
| +32% | +$579K | 0.22% | 100 |
|
|
2024
Q1 | $1.92M | Buy |
10,973
+4,992
| +83% | +$874K | 0.22% | 105 |
|
|
2023
Q4 | $1.02M | Buy |
5,981
+3,880
| +185% | +$659K | 0.12% | 193 |
|
|
2023
Q3 | $2.5M | Sell |
2,101
-517
| -20% | -$614K | 0.43% | 60 |
|
|
2023
Q2 | $485K | Buy |
+2,618
| New | +$485K | 0.15% | 141 |
|