Morton Brown Family Wealth’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.8K | Hold |
256
| – | – | 0.01% | 124 |
|
|
2025
Q1 | $38.4K | Buy |
256
+23
| +10% | +$3.45K | 0.01% | 116 |
|
|
2024
Q4 | $35.4K | Hold |
233
| – | – | 0.01% | 119 |
|
|
2024
Q3 | $39.6K | Hold |
233
| – | – | 0.01% | 106 |
|
|
2024
Q2 | $39.7K | Hold |
233
| – | – | 0.02% | 100 |
|
|
2024
Q1 | $40.8K | Sell |
233
-40
| -15% | -$7K | 0.02% | 94 |
|
|
2023
Q4 | $46.4K | Buy |
273
+22
| +9% | +$3.74K | 0.02% | 104 |
|
|
2023
Q3 | $42.5K | Hold |
251
| – | – | 0.02% | 84 |
|
|
2023
Q2 | $46.5K | Hold |
251
| – | – | 0.02% | 78 |
|
|
2023
Q1 | $45.8K | Hold |
251
| – | – | 0.03% | 78 |
|
|
2022
Q4 | $45.3K | Hold |
251
| – | – | 0.03% | 79 |
|
|
2022
Q3 | $41K | Sell |
251
-34
| -12% | -$5.55K | 0.03% | 71 |
|
|
2022
Q2 | $47K | Buy |
285
+34
| +14% | +$5.61K | 0.04% | 68 |
|
|
2022
Q1 | $42K | Sell |
251
-11
| -4% | -$1.84K | 0.03% | 75 |
|
|
2021
Q4 | $46K | Buy |
+262
| New | +$46K | 0.04% | 78 |
|