Retirement Planning Group (Kansas)’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $522K | Buy |
3,957
+202
| +5% | +$26.7K | 0.02% | 209 |
|
|
2025
Q1 | $563K | Sell |
3,755
-332
| -8% | -$49.8K | 0.03% | 189 |
|
|
2024
Q4 | $621K | Sell |
4,087
-315
| -7% | -$47.9K | 0.03% | 171 |
|
|
2024
Q3 | $749K | Buy |
+4,402
| New | +$749K | 0.04% | 149 |
|
|
2024
Q2 | – | Sell |
-1,189
| Closed | -$208K | – | 238 |
|
|
2024
Q1 | $208K | Buy |
+1,189
| New | +$208K | 0.02% | 209 |
|