MGB 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 |
-1,328
| Closed | -$202K | – | 306 |
|
|
2024
Q4 | $202K | Hold |
1,328
| – | – | 0.06% | 192 |
|
|
2024
Q3 | $226K | Sell |
1,328
-380
| -22% | -$64.6K | 0.08% | 169 |
|
|
2024
Q2 | $282K | Buy |
1,708
+528
| +45% | +$87.2K | 0.11% | 153 |
|
|
2024
Q1 | $206K | Hold |
1,180
| – | – | 0.08% | 182 |
|
|
2023
Q4 | $200K | Buy |
+1,180
| New | +$200K | 0.1% | 177 |
|