Sequent Planning’s PepsiCo PEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.87M Buy
21,763
+22
+0.1% +$2.91K 0.91% 24
2025
Q1
$3.26M Buy
21,741
+54
+0.2% +$8.1K 1.17% 22
2024
Q4
$3.3M Sell
21,687
-245
-1% -$37.3K 1.21% 22
2024
Q3
$3.73M Sell
21,932
-106
-0.5% -$18K 1.28% 20
2024
Q2
$3.59M Sell
22,038
-5
-0% -$814 1.23% 19
2024
Q1
$3.86M Buy
+22,043
New +$3.86M 1.4% 15