LongView 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 | $604K | Sell |
4,574
-42
| -0.9% | -$5.55K | 0.18% | 105 |
|
|
2025
Q1 | $692K | Buy |
4,616
+160
| +4% | +$24K | 0.21% | 94 |
|
|
2024
Q4 | $678K | Buy |
4,456
+95
| +2% | +$14.4K | 0.21% | 89 |
|
|
2024
Q3 | $742K | Sell |
4,361
-10
| -0.2% | -$1.7K | 0.24% | 82 |
|
|
2024
Q2 | $721K | Buy |
4,371
+72
| +2% | +$11.9K | 0.27% | 76 |
|
|
2024
Q1 | $752K | Buy |
4,299
+560
| +15% | +$98K | 0.3% | 72 |
|
|
2023
Q4 | $625K | Buy |
+3,739
| New | +$625K | 0.28% | 78 |
|