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 |
|