Maripau 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
Q1 | – | Sell |
-1,598
| Closed | -$245K | – | 144 |
|
2024
Q4 | $245K | Buy |
+1,598
| New | +$245K | 0.15% | 119 |
|
2024
Q3 | – | Sell |
-1,630
| Closed | -$269K | – | 104 |
|
2024
Q2 | $269K | Buy |
1,630
+335
| +26% | +$55.2K | 0.18% | 113 |
|
2024
Q1 | $227K | Buy |
+1,295
| New | +$227K | 0.17% | 124 |
|
2023
Q3 | – | Sell |
-1,096
| Closed | -$203K | – | 112 |
|
2023
Q2 | $203K | Sell |
1,096
-27
| -2% | -$5K | 0.18% | 94 |
|
2023
Q1 | $205K | Buy |
+1,123
| New | +$205K | 0.21% | 76 |
|