Precedent 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 | $390K | Sell |
2,951
-7,191
| -71% | -$950K | 0.1% | 134 |
|
|
2025
Q1 | $1.52M | Buy |
10,142
+1,839
| +22% | +$276K | 0.42% | 72 |
|
|
2024
Q4 | $1.26M | Buy |
8,303
+267
| +3% | +$40.6K | 0.41% | 71 |
|
|
2024
Q3 | $1.37M | Buy |
8,036
+772
| +11% | +$131K | 0.45% | 61 |
|
|
2024
Q2 | $1.2M | Buy |
7,264
+732
| +11% | +$121K | 0.48% | 56 |
|
|
2024
Q1 | $1.14M | Buy |
6,532
+442
| +7% | +$77.4K | 0.49% | 47 |
|
|
2023
Q4 | $1.03M | Buy |
+6,090
| New | +$1.03M | 0.53% | 44 |
|