Midland Wealth Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Sell |
13,828
-826
| -6% | -$109K | 0.1% | 49 |
|
|
2025
Q1 | $2.2M | Sell |
14,654
-773
| -5% | -$116K | 0.13% | 43 |
|
|
2024
Q4 | $2.35M | Sell |
15,427
-1,427
| -8% | -$217K | 0.14% | 44 |
|
|
2024
Q3 | $2.87M | Sell |
16,854
-11,367
| -40% | -$1.93M | 0.17% | 35 |
|
|
2024
Q2 | $4.65M | Sell |
28,221
-1,039
| -4% | -$171K | 0.28% | 24 |
|
|
2024
Q1 | $5.12M | Buy |
29,260
+1,965
| +7% | +$344K | 0.32% | 23 |
|
|
2023
Q4 | $4.64M | Buy |
+27,295
| New | +$4.64M | 0.32% | 20 |
|