Pacific Capital 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
Q1 | – | Sell |
-359
| Closed | -$54.6K | – | 292 |
|
|
2024
Q4 | $54.6K | Sell |
359
-7
| -2% | -$1.06K | 0.01% | 140 |
|
|
2024
Q3 | $62.2K | Buy |
366
+122
| +50% | +$20.7K | 0.01% | 145 |
|
|
2024
Q2 | $40.2K | Sell |
244
-18
| -7% | -$2.97K | 0.01% | 174 |
|
|
2024
Q1 | $45.9K | Buy |
262
+18
| +7% | +$3.15K | 0.01% | 140 |
|
|
2023
Q4 | $41.4K | Buy |
+244
| New | +$41.4K | 0.01% | 145 |
|