LMG Wealth Partners’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.75M | Buy |
51,137
+2,490
| +5% | +$329K | 1.39% | 22 |
|
|
2025
Q1 | $7.29M | Buy |
48,647
+1,483
| +3% | +$222K | 1.63% | 18 |
|
|
2024
Q4 | $7.17M | Buy |
47,164
+1,511
| +3% | +$230K | 1.56% | 19 |
|
|
2024
Q3 | $7.76M | Buy |
45,653
+1,327
| +3% | +$226K | 1.78% | 18 |
|
|
2024
Q2 | $7.31M | Buy |
44,326
+3,372
| +8% | +$556K | 1.82% | 16 |
|
|
2024
Q1 | $7.17M | Sell |
40,954
-1,474
| -3% | -$258K | 1.81% | 18 |
|
|
2023
Q4 | $7.21M | Buy |
42,428
+642
| +2% | +$109K | 2% | 15 |
|
|
2023
Q3 | $7.08M | Buy |
41,786
+776
| +2% | +$131K | 2.16% | 12 |
|
|
2023
Q2 | $7.6M | Buy |
41,010
+383
| +0.9% | +$70.9K | 2.32% | 11 |
|
|
2023
Q1 | $7.41M | Buy |
40,627
+1,667
| +4% | +$304K | 2.39% | 11 |
|
|
2022
Q4 | $6.86M | Buy |
+38,960
| New | +$6.86M | 2.27% | 11 |
|