Sendero 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 | $2.81M | Buy |
21,244
+394
| +2% | +$52K | 0.35% | 58 |
|
|
2025
Q1 | $3.13M | Buy |
20,850
+833
| +4% | +$125K | 0.43% | 48 |
|
|
2024
Q4 | $3.04M | Buy |
20,017
+254
| +1% | +$38.6K | 0.45% | 48 |
|
|
2024
Q3 | $3.36M | Sell |
19,763
-1,227
| -6% | -$209K | 0.53% | 38 |
|
|
2024
Q2 | $3.46M | Buy |
20,990
+16
| +0.1% | +$2.64K | 0.58% | 34 |
|
|
2024
Q1 | $3.67M | Buy |
20,974
+294
| +1% | +$51.5K | 0.63% | 31 |
|
|
2023
Q4 | $3.51M | Buy |
20,680
+57
| +0.3% | +$9.68K | 0.66% | 32 |
|
|
2023
Q3 | $3.49M | Sell |
20,623
-231
| -1% | -$39.1K | 0.75% | 28 |
|
|
2023
Q2 | $3.86M | Buy |
+20,854
| New | +$3.86M | 0.84% | 23 |
|