Philip James Wealth Mangement’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Buy |
80,008
+53,483
| +202% | +$7.06M | 1.35% | 16 |
|
|
2025
Q1 | $3.98M | Buy |
26,525
+18,327
| +224% | +$2.75M | 0.48% | 47 |
|
|
2024
Q4 | $1.25M | Sell |
8,198
-329
| -4% | -$50K | 0.16% | 77 |
|
|
2024
Q3 | $1.45M | Buy |
+8,527
| New | +$1.45M | 0.18% | 68 |
|
|
2024
Q1 | – | Sell |
-1,839
| Closed | -$312K | – | 83 |
|
|
2023
Q4 | $312K | Buy |
+1,839
| New | +$312K | 0.24% | 52 |
|