Ruedi 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 | – | Sell |
-1,107
| Closed | -$166K | – | 249 |
|
|
2025
Q1 | $166K | Buy |
1,107
+6
| +0.5% | +$900 | 0.05% | 51 |
|
|
2024
Q4 | $167K | Hold |
1,101
| – | – | 0.05% | 50 |
|
|
2024
Q3 | $187K | Sell |
1,101
-10
| -0.9% | -$1.7K | 0.06% | 50 |
|
|
2024
Q2 | $183K | Buy |
1,111
+212
| +24% | +$35K | 0.07% | 49 |
|
|
2024
Q1 | $157K | Buy |
899
+2
| +0.2% | +$350 | 0.07% | 50 |
|
|
2023
Q4 | $152K | Buy |
897
+25
| +3% | +$4.25K | 0.07% | 49 |
|
|
2023
Q3 | $148K | Buy |
872
+2
| +0.2% | +$339 | 0.08% | 48 |
|
|
2023
Q2 | $161K | Sell |
870
-381
| -30% | -$70.5K | 0.09% | 45 |
|
|
2023
Q1 | $228K | Buy |
1,251
+329
| +36% | +$60K | 0.15% | 40 |
|
|
2022
Q4 | $167K | Buy |
+922
| New | +$167K | 0.12% | 43 |
|