Revolve 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
$236K Sell
1,786
-106
-6% -$14K 0.03% 200
2025
Q1
$284K Buy
1,892
+198
+12% +$29.7K 0.04% 170
2024
Q4
$258K Sell
1,694
-347
-17% -$52.8K 0.04% 180
2024
Q3
$347K Sell
2,041
-54
-3% -$9.19K 0.05% 140
2024
Q2
$346K Buy
2,095
+68
+3% +$11.2K 0.06% 123
2024
Q1
$355K Buy
2,027
+31
+2% +$5.43K 0.06% 118
2023
Q4
$339K Sell
1,996
-89
-4% -$15.1K 0.07% 113
2023
Q3
$353K Sell
2,085
-101
-5% -$17.1K 0.08% 104
2023
Q2
$405K Buy
2,186
+109
+5% +$20.2K 0.09% 94
2023
Q1
$379K Sell
2,077
-107
-5% -$19.5K 0.1% 94
2022
Q4
$395K Buy
2,184
+131
+6% +$23.7K 0.11% 90
2022
Q3
$335K Buy
2,053
+216
+12% +$35.2K 0.11% 83
2022
Q2
$306K Buy
1,837
+128
+7% +$21.3K 0.1% 95
2022
Q1
$286K Buy
1,709
+166
+11% +$27.8K 0.08% 105
2021
Q4
$268K Buy
+1,543
New +$268K 0.08% 116