Partners in Financial Planning’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 |
-1,399
| Closed | -$213K | – | 108 |
|
|
2024
Q4 | $213K | Hold |
1,399
| – | – | 0.04% | 104 |
|
|
2024
Q3 | $238K | Hold |
1,399
| – | – | 0.05% | 99 |
|
|
2024
Q2 | $231K | Hold |
1,399
| – | – | 0.05% | 97 |
|
|
2024
Q1 | $245K | Hold |
1,399
| – | – | 0.05% | 93 |
|
|
2023
Q4 | $238K | Hold |
1,399
| – | – | 0.06% | 93 |
|
|
2023
Q3 | $237K | Buy |
+1,399
| New | +$237K | 0.06% | 89 |
|