Moran 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 | $11.5M | Buy |
+87,076
| New | +$11.5M | 0.35% | 89 |
|
|
2024
Q4 | – | Sell |
-65,506
| Closed | -$11.1M | – | 448 |
|
|
2024
Q3 | $11.1M | Buy |
65,506
+253
| +0.4% | +$43K | 0.34% | 95 |
|
|
2024
Q2 | $10.8M | Sell |
65,253
-17,600
| -21% | -$2.9M | 0.35% | 97 |
|
|
2024
Q1 | $14.5M | Buy |
82,853
+61,538
| +289% | +$10.8M | 0.47% | 73 |
|
|
2023
Q4 | $3.62M | Sell |
21,315
-2,215
| -9% | -$376K | 0.13% | 194 |
|
|
2023
Q3 | $3.99M | Sell |
23,530
-2,739
| -10% | -$464K | 0.15% | 174 |
|
|
2023
Q2 | $4.87M | Sell |
26,269
-6,966
| -21% | -$1.29M | 0.18% | 156 |
|
|
2023
Q1 | $6.06M | Sell |
33,235
-3,412
| -9% | -$622K | 0.23% | 140 |
|
|
2022
Q4 | $6.62M | Buy |
+36,647
| New | +$6.62M | 0.25% | 120 |
|