Portside Wealth Group’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
11,984
+570
| +5% | +$75.3K | 0.23% | 99 |
|
|
2025
Q1 | $1.71M | Buy |
11,414
+849
| +8% | +$127K | 0.28% | 86 |
|
|
2024
Q4 | $1.61M | Buy |
10,565
+1,084
| +11% | +$165K | 0.27% | 87 |
|
|
2024
Q3 | $1.61M | Buy |
9,481
+293
| +3% | +$49.8K | 0.28% | 89 |
|
|
2024
Q2 | $1.52M | Sell |
9,188
-1,134
| -11% | -$187K | 0.29% | 87 |
|
|
2024
Q1 | $1.81M | Buy |
10,322
+1,969
| +24% | +$345K | 0.33% | 82 |
|
|
2023
Q4 | $1.42M | Sell |
8,353
-2,689
| -24% | -$457K | 0.26% | 95 |
|
|
2023
Q3 | $1.87M | Buy |
11,042
+293
| +3% | +$49.6K | 0.35% | 77 |
|
|
2023
Q2 | $1.99M | Buy |
+10,749
| New | +$1.99M | 0.37% | 75 |
|