Royal Capital Wealth Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $743K | Buy |
5,630
+46
| +0.8% | +$6.07K | 0.49% | 37 |
|
2025
Q1 | $837K | Buy |
5,584
+74
| +1% | +$11.1K | 0.59% | 34 |
|
2024
Q4 | $838K | Sell |
5,510
-446
| -7% | -$67.8K | 0.59% | 33 |
|
2024
Q3 | $1.01M | Sell |
5,956
-74
| -1% | -$12.6K | 0.72% | 30 |
|
2024
Q2 | $995K | Sell |
6,030
-156
| -3% | -$25.7K | 0.75% | 31 |
|
2024
Q1 | $1.08M | Sell |
6,186
-77
| -1% | -$13.5K | 0.85% | 29 |
|
2023
Q4 | $1.06M | Buy |
6,263
+9
| +0.1% | +$1.53K | 0.92% | 29 |
|
2023
Q3 | $1.06M | Sell |
6,254
-2,714
| -30% | -$460K | 1.02% | 27 |
|
2023
Q2 | $1.66M | Sell |
8,968
-65
| -0.7% | -$12K | 1.56% | 18 |
|
2023
Q1 | $1.65M | Buy |
9,033
+89
| +1% | +$16.2K | 1.66% | 17 |
|
2022
Q4 | $1.62M | Buy |
8,944
+2,504
| +39% | +$452K | 1.72% | 16 |
|
2022
Q3 | $1.05M | Buy |
6,440
+30
| +0.5% | +$4.9K | 1.22% | 28 |
|
2022
Q2 | $1.07M | Buy |
6,410
+28
| +0.4% | +$4.67K | 1.16% | 30 |
|
2022
Q1 | $1.07M | Buy |
6,382
+27
| +0.4% | +$4.52K | 1.05% | 29 |
|
2021
Q4 | $1.1M | Buy |
+6,355
| New | +$1.1M | 1.07% | 29 |
|