Mowery & Schoenfeld 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 | – | Sell |
-182
| Closed | -$27.3K | – | 446 |
|
|
2025
Q1 | $27.3K | Sell |
182
-298
| -62% | -$44.7K | 0.05% | 179 |
|
|
2024
Q4 | $73K | Buy |
480
+266
| +124% | +$40.4K | 0.14% | 87 |
|
|
2024
Q3 | $36.4K | Sell |
214
-235
| -52% | -$40K | 0.06% | 118 |
|
|
2024
Q2 | $74.1K | Hold |
449
| – | – | 0.11% | 78 |
|
|
2024
Q1 | $78.6K | Hold |
449
| – | – | 0.15% | 61 |
|
|
2023
Q4 | $76.3K | Buy |
+449
| New | +$76.3K | 0.15% | 63 |
|