Redmont Wealth Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.2K | Buy |
+28
| New | +$4.2K | 0.01% | 138 |
|
|
2024
Q4 | – | Sell |
-109
| Closed | -$18.5K | – | 236 |
|
|
2024
Q3 | $18.5K | Hold |
109
| – | – | 0.03% | 141 |
|
|
2024
Q2 | $18K | Hold |
109
| – | – | 0.03% | 142 |
|
|
2024
Q1 | $19.1K | Buy |
+109
| New | +$19.1K | 0.03% | 149 |
|
|
2022
Q3 | – | Sell |
-1,920
| Closed | -$320K | – | 104 |
|
|
2022
Q2 | $320K | Sell |
1,920
-3
| -0.2% | -$500 | 0.39% | 62 |
|
|
2022
Q1 | $322K | Buy |
1,923
+463
| +32% | +$77.5K | 0.34% | 72 |
|
|
2021
Q4 | $254K | Buy |
+1,460
| New | +$254K | 0.27% | 79 |
|