Processus Wealth & Capital Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $624K | Sell |
4,722
-209
| -4% | -$27.6K | 0.49% | 33 |
|
|
2025
Q1 | $739K | Buy |
4,931
+24
| +0.5% | +$3.6K | 0.63% | 34 |
|
|
2024
Q4 | $746K | Buy |
4,907
+4
| +0.1% | +$608 | 0.59% | 34 |
|
|
2024
Q3 | $834K | Sell |
4,903
-17
| -0.3% | -$2.89K | 0.69% | 33 |
|
|
2024
Q2 | $811K | Buy |
4,920
+99
| +2% | +$16.3K | 0.67% | 32 |
|
|
2024
Q1 | $844K | Buy |
4,821
+407
| +9% | +$71.2K | 0.75% | 32 |
|
|
2023
Q4 | $750K | Buy |
+4,414
| New | +$750K | 0.75% | 34 |
|