Moss Adams 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 | $348K | Sell |
2,639
-19
| -0.7% | -$2.51K | 0.03% | 177 |
|
|
2025
Q1 | $399K | Buy |
2,658
+435
| +20% | +$65.2K | 0.04% | 132 |
|
|
2024
Q4 | $342K | Sell |
2,223
-1,129
| -34% | -$174K | 0.04% | 136 |
|
|
2024
Q3 | $570K | Buy |
3,352
+518
| +18% | +$88.1K | 0.06% | 91 |
|
|
2024
Q2 | $467K | Buy |
2,834
+702
| +33% | +$116K | 0.06% | 84 |
|
|
2024
Q1 | $376K | Buy |
2,132
+763
| +56% | +$134K | 0.06% | 91 |
|
|
2023
Q4 | $234K | Sell |
1,369
-101
| -7% | -$17.3K | 0.05% | 104 |
|
|
2023
Q3 | $249K | Buy |
+1,470
| New | +$249K | 0.09% | 79 |
|