Optivise Advisory Services’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Buy |
3,358
+1,082
| +48% | +$143K | 0.23% | 106 |
|
|
2025
Q1 | $341K | Sell |
2,276
-146
| -6% | -$21.9K | 0.19% | 112 |
|
|
2024
Q4 | $368K | Buy |
2,422
+323
| +15% | +$49.1K | 0.2% | 108 |
|
|
2024
Q3 | $357K | Sell |
2,099
-182
| -8% | -$30.9K | 0.19% | 103 |
|
|
2024
Q2 | $376K | Buy |
+2,281
| New | +$376K | 0.2% | 109 |
|