Modern 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 | $2.39M | Sell |
18,084
-109
| -0.6% | -$14.4K | 0.06% | 246 |
|
|
2025
Q1 | $2.73M | Buy |
18,193
+6,211
| +52% | +$931K | 0.09% | 186 |
|
|
2024
Q4 | $1.82M | Buy |
11,982
+5,195
| +77% | +$790K | 0.07% | 191 |
|
|
2024
Q3 | $1.15M | Buy |
6,787
+225
| +3% | +$38.3K | 0.07% | 151 |
|
|
2024
Q2 | $1.08M | Buy |
6,562
+523
| +9% | +$86.3K | 0.08% | 134 |
|
|
2024
Q1 | $1.06M | Buy |
6,039
+308
| +5% | +$53.9K | 0.1% | 112 |
|
|
2023
Q4 | $973K | Buy |
+5,731
| New | +$973K | 0.12% | 63 |
|