Robinson Smith 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
Q2 | $494K | Sell |
3,741
-18
| -0.5% | -$2.38K | 0.39% | 46 |
|
|
2025
Q1 | $564K | Buy |
3,759
+19
| +0.5% | +$2.85K | 0.47% | 42 |
|
|
2024
Q4 | $569K | Sell |
3,740
-79
| -2% | -$12K | 0.48% | 41 |
|
|
2024
Q3 | $649K | Sell |
3,819
-76
| -2% | -$12.9K | 0.55% | 40 |
|
|
2024
Q2 | $642K | Sell |
3,895
-87
| -2% | -$14.3K | 0.57% | 43 |
|
|
2024
Q1 | $697K | Sell |
3,982
-702
| -15% | -$123K | 0.67% | 39 |
|
|
2023
Q4 | $795K | Buy |
+4,684
| New | +$795K | 0.78% | 31 |
|