Omni 360 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 | $326K | Buy |
+2,471
| New | +$326K | 0.16% | 128 |
|
2024
Q4 | – | Sell |
-1,224
| Closed | -$208K | – | 124 |
|
2024
Q3 | $208K | Sell |
1,224
-25
| -2% | -$4.25K | 0.14% | 121 |
|
2024
Q2 | $206K | Buy |
1,249
+65
| +5% | +$10.7K | 0.15% | 109 |
|
2024
Q1 | $207K | Sell |
1,184
-52
| -4% | -$9.1K | 0.17% | 104 |
|
2023
Q4 | $210K | Buy |
+1,236
| New | +$210K | 0.2% | 93 |
|