Premier Path 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 | $965K | Sell |
7,310
-1,382
| -16% | -$182K | 0.13% | 174 |
|
|
2025
Q1 | $1.3M | Buy |
8,692
+79
| +0.9% | +$11.8K | 0.2% | 125 |
|
|
2024
Q4 | $1.31M | Sell |
8,613
-429
| -5% | -$65.2K | 0.2% | 117 |
|
|
2024
Q3 | $1.54M | Sell |
9,042
-952
| -10% | -$162K | 0.24% | 99 |
|
|
2024
Q2 | $1.65M | Buy |
9,994
+506
| +5% | +$83.5K | 0.28% | 90 |
|
|
2024
Q1 | $1.65M | Sell |
9,488
-391
| -4% | -$68.1K | 0.31% | 83 |
|
|
2023
Q4 | $1.68M | Buy |
+9,879
| New | +$1.68M | 0.37% | 60 |
|