Semus 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 | $258K | Buy |
1,952
+34
| +2% | +$4.49K | 0.17% | 95 |
|
|
2025
Q1 | $288K | Buy |
1,918
+61
| +3% | +$9.15K | 0.2% | 80 |
|
|
2024
Q4 | $282K | Buy |
1,857
+8
| +0.4% | +$1.22K | 0.19% | 84 |
|
|
2024
Q3 | $314K | Buy |
1,849
+90
| +5% | +$15.3K | 0.22% | 87 |
|
|
2024
Q2 | $290K | Buy |
1,759
+120
| +7% | +$19.8K | 0.22% | 83 |
|
|
2024
Q1 | $287K | Sell |
1,639
-12
| -0.7% | -$2.1K | 0.24% | 90 |
|
|
2023
Q4 | $280K | Hold |
1,651
| – | – | 0.23% | 91 |
|
|
2023
Q3 | $280K | Buy |
1,651
+240
| +17% | +$40.7K | 0.26% | 86 |
|
|
2023
Q2 | $261K | Buy |
1,411
+137
| +11% | +$25.4K | 0.24% | 92 |
|
|
2023
Q1 | $232K | Buy |
1,274
+99
| +8% | +$18.1K | 0.25% | 97 |
|
|
2022
Q4 | $212K | Buy |
+1,175
| New | +$212K | 0.26% | 101 |
|