Massachusetts 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 | $1.78M | Buy |
13,493
+187
| +1% | +$24.7K | 1% | 42 |
|
|
2025
Q1 | $2M | Sell |
13,306
-275
| -2% | -$41.2K | 1.37% | 33 |
|
|
2024
Q4 | $2.07M | Buy |
13,581
+100
| +0.7% | +$15.2K | 1.27% | 33 |
|
|
2024
Q3 | $2.29M | Buy |
13,481
+75
| +0.6% | +$12.8K | 1.45% | 26 |
|
|
2024
Q2 | $2.21M | Buy |
13,406
+225
| +2% | +$37.1K | 1.48% | 22 |
|
|
2024
Q1 | $2.31M | Buy |
13,181
+200
| +2% | +$35K | 1.63% | 19 |
|
|
2023
Q4 | $2.2M | Sell |
12,981
-283
| -2% | -$48.1K | 1.78% | 13 |
|
|
2023
Q3 | $2.25M | Sell |
13,264
-100
| -0.7% | -$16.9K | 2.06% | 11 |
|
|
2023
Q2 | $2.48M | Buy |
13,364
+175
| +1% | +$32.4K | 2.37% | 11 |
|
|
2023
Q1 | $2.4M | Sell |
13,189
-700
| -5% | -$128K | 2.48% | 9 |
|
|
2022
Q4 | $2.38M | Buy |
+13,889
| New | +$2.38M | 2.29% | 9 |
|