Secured Retirement 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 | $366K | Buy |
2,770
+817
| +42% | +$108K | 0.22% | 98 |
|
|
2025
Q1 | $293K | Buy |
+1,953
| New | +$293K | 0.19% | 104 |
|
|
2024
Q4 | – | Sell |
-1,268
| Closed | -$216K | – | 149 |
|
|
2024
Q3 | $216K | Sell |
1,268
-346
| -21% | -$58.8K | 0.16% | 111 |
|
|
2024
Q2 | $266K | Buy |
1,614
+63
| +4% | +$10.4K | 0.21% | 99 |
|
|
2024
Q1 | $271K | Buy |
1,551
+48
| +3% | +$8.4K | 0.23% | 95 |
|
|
2023
Q4 | $255K | Buy |
+1,503
| New | +$255K | 0.25% | 92 |
|