MN 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 | $1.18M | Buy |
8,971
+207
| +2% | +$27.3K | 0.69% | 34 |
|
|
2025
Q1 | $1.31M | Buy |
8,764
+1,794
| +26% | +$269K | 0.77% | 32 |
|
|
2024
Q4 | $1.06M | Buy |
6,970
+3,750
| +116% | +$570K | 0.6% | 38 |
|
|
2024
Q3 | $548K | Sell |
3,220
-1,735
| -35% | -$295K | 0.31% | 59 |
|
|
2024
Q2 | $817K | Buy |
4,955
+115
| +2% | +$19K | 0.47% | 47 |
|
|
2024
Q1 | $847K | Buy |
4,840
+185
| +4% | +$32.4K | 0.52% | 42 |
|
|
2023
Q4 | $791K | Buy |
+4,655
| New | +$791K | 0.54% | 41 |
|