Perfromance Wealth Partners’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Buy |
2,933
+310
| +12% | +$40.9K | 0.01% | 134 |
|
|
2025
Q1 | $393K | Hold |
2,623
| – | – | 0.01% | 113 |
|
|
2024
Q4 | $399K | Sell |
2,623
-98
| -4% | -$14.9K | 0.01% | 116 |
|
|
2024
Q3 | $463K | Sell |
2,721
-152
| -5% | -$25.8K | 0.02% | 107 |
|
|
2024
Q2 | $474K | Buy |
2,873
+28
| +1% | +$4.62K | 0.02% | 89 |
|
|
2024
Q1 | $498K | Sell |
2,845
-100
| -3% | -$17.5K | 0.02% | 96 |
|
|
2023
Q4 | $500K | Hold |
2,945
| – | – | 0.02% | 102 |
|
|
2023
Q3 | $499K | Hold |
2,945
| – | – | 0.02% | 107 |
|
|
2023
Q2 | $549K | Hold |
2,945
| – | – | 0.03% | 107 |
|
|
2023
Q1 | $537K | Hold |
2,945
| – | – | 0.03% | 103 |
|
|
2022
Q4 | $532K | Sell |
2,945
-558
| -16% | -$101K | 0.03% | 99 |
|
|
2022
Q3 | $572K | Sell |
3,503
-37
| -1% | -$6.04K | 0.03% | 92 |
|
|
2022
Q2 | $590K | Buy |
3,540
+402
| +13% | +$67K | 0.03% | 92 |
|
|
2022
Q1 | $525K | Sell |
3,138
-64
| -2% | -$10.7K | 0.02% | 105 |
|
|
2021
Q4 | $556K | Buy |
+3,202
| New | +$556K | 0.02% | 111 |
|