Old North State 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 | $583K | Buy |
4,408
+421
| +11% | +$55.7K | 0.3% | 61 |
|
|
2025
Q1 | $599K | Buy |
3,987
+992
| +33% | +$149K | 0.33% | 57 |
|
|
2024
Q4 | $457K | Buy |
2,995
+555
| +23% | +$84.6K | 0.26% | 67 |
|
|
2024
Q3 | $416K | Buy |
2,440
+786
| +48% | +$134K | 0.23% | 64 |
|
|
2024
Q2 | $274K | Buy |
1,654
+443
| +37% | +$73.3K | 0.18% | 77 |
|
|
2024
Q1 | $212K | Buy |
+1,211
| New | +$212K | 0.14% | 88 |
|