MBE 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 | $935K | Buy |
7,079
+35
| +0.5% | +$4.62K | 0.41% | 35 |
|
|
2025
Q1 | $1.06M | Buy |
7,044
+26
| +0.4% | +$3.9K | 0.51% | 31 |
|
|
2024
Q4 | $1.07M | Hold |
7,018
| – | – | 0.6% | 27 |
|
|
2024
Q3 | $1.19M | Buy |
7,018
+8
| +0.1% | +$1.36K | 0.66% | 25 |
|
|
2024
Q2 | $1.16M | Buy |
7,010
+274
| +4% | +$45.2K | 0.7% | 24 |
|
|
2024
Q1 | $1.18M | Buy |
6,736
+621
| +10% | +$109K | 0.73% | 22 |
|
|
2023
Q4 | $1.04M | Sell |
6,115
-535
| -8% | -$90.9K | 0.53% | 26 |
|
|
2023
Q3 | $1.13M | Buy |
6,650
+2,235
| +51% | +$379K | 0.65% | 21 |
|
|
2023
Q2 | $818K | Buy |
4,415
+2,372
| +116% | +$439K | 0.44% | 28 |
|
|
2023
Q1 | $372K | Buy |
2,043
+4
| +0.2% | +$729 | 0.22% | 50 |
|
|
2022
Q4 | $368K | Buy |
+2,039
| New | +$368K | 0.24% | 45 |
|
|
2020
Q2 | – | Sell |
-556
| Closed | -$66K | – | 380 |
|
|
2020
Q1 | $66K | Buy |
+556
| New | +$66K | 0.06% | 97 |
|