Madison 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 | $262K | Sell |
1,983
-129
| -6% | -$17K | 0.06% | 139 |
|
|
2025
Q1 | $317K | Buy |
2,112
+156
| +8% | +$23.4K | 0.08% | 113 |
|
|
2024
Q4 | $297K | Buy |
1,956
+42
| +2% | +$6.39K | 0.08% | 117 |
|
|
2024
Q3 | $325K | Buy |
1,914
+55
| +3% | +$9.35K | 0.1% | 109 |
|
|
2024
Q2 | $307K | Buy |
1,859
+4
| +0.2% | +$660 | 0.11% | 94 |
|
|
2024
Q1 | $325K | Sell |
1,855
-48
| -3% | -$8.4K | 0.12% | 90 |
|
|
2023
Q4 | $323K | Buy |
1,903
+41
| +2% | +$6.96K | 0.13% | 86 |
|
|
2023
Q3 | $315K | Buy |
1,862
+2
| +0.1% | +$339 | 0.16% | 61 |
|
|
2023
Q2 | $344K | Buy |
1,860
+2
| +0.1% | +$370 | 0.16% | 60 |
|
|
2023
Q1 | $339K | Buy |
1,858
+209
| +13% | +$38.1K | 0.17% | 59 |
|
|
2022
Q4 | $298K | Hold |
1,649
| – | – | 0.17% | 62 |
|
|
2022
Q3 | $269K | Buy |
1,649
+206
| +14% | +$33.6K | 0.18% | 61 |
|
|
2022
Q2 | $240K | Buy |
1,443
+2
| +0.1% | +$333 | 0.15% | 64 |
|
|
2022
Q1 | $241K | Buy |
1,441
+23
| +2% | +$3.85K | 0.13% | 64 |
|
|
2021
Q4 | $246K | Buy |
1,418
+9
| +0.6% | +$1.56K | 0.12% | 65 |
|
|
2021
Q3 | $212K | Buy |
1,409
+2
| +0.1% | +$301 | 0.12% | 71 |
|
|
2021
Q2 | $209K | Buy |
+1,407
| New | +$209K | 0.12% | 69 |
|