Private Wealth Management 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 | $7.26K | Sell |
55
-42
| -43% | -$5.55K | ﹤0.01% | 604 |
|
|
2025
Q1 | $14.5K | Sell |
97
-120
| -55% | -$18K | 0.01% | 370 |
|
|
2024
Q4 | $33K | Buy |
217
+15
| +7% | +$2.28K | 0.01% | 216 |
|
|
2024
Q3 | $34.4K | Sell |
202
-6
| -3% | -$1.02K | 0.01% | 202 |
|
|
2024
Q2 | $34.3K | Sell |
208
-48
| -19% | -$7.92K | 0.01% | 196 |
|
|
2024
Q1 | $44.8K | Hold |
256
| – | – | 0.02% | 168 |
|
|
2023
Q4 | $43.5K | Buy |
+256
| New | +$43.5K | 0.02% | 171 |
|