Partnership 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 | $1.57M | Hold |
11,927
| – | – | 1.27% | 14 |
|
|
2025
Q1 | $1.79M | Hold |
11,927
| – | – | 1.52% | 13 |
|
|
2024
Q4 | $1.81M | Hold |
11,927
| – | – | 1.51% | 14 |
|
|
2024
Q3 | $2.03M | Sell |
11,927
-156
| -1% | -$26.5K | 1.43% | 13 |
|
|
2024
Q2 | $1.99M | Hold |
12,083
| – | – | 1.47% | 10 |
|
|
2024
Q1 | $2.11M | Hold |
12,083
| – | – | 1.48% | 19 |
|
|
2023
Q4 | $2.04M | Buy |
+12,083
| New | +$2.04M | 1.54% | 20 |
|