ShankerValleau Wealth 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 | $1.1M | Sell |
8,329
-200
| -2% | -$26.4K | 0.31% | 18 |
|
|
2025
Q1 | $1.28M | Hold |
8,529
| – | – | 0.42% | 18 |
|
|
2024
Q4 | $1.3M | Buy |
8,529
+200
| +2% | +$30.4K | 0.42% | 18 |
|
|
2024
Q3 | $1.42M | Hold |
8,329
| – | – | 0.48% | 14 |
|
|
2024
Q2 | $1.37M | Hold |
8,329
| – | – | 0.59% | 14 |
|
|
2024
Q1 | $1.46M | Hold |
8,329
| – | – | 0.67% | 14 |
|
|
2023
Q4 | $1.41M | Hold |
8,329
| – | – | 0.72% | 14 |
|
|
2023
Q3 | $1.41M | Hold |
8,329
| – | – | 0.79% | 13 |
|
|
2023
Q2 | $1.54M | Sell |
8,329
-690
| -8% | -$128K | 0.85% | 12 |
|
|
2023
Q1 | $1.64M | Hold |
9,019
| – | – | 0.96% | 11 |
|
|
2022
Q4 | $1.63M | Hold |
9,019
| – | – | 1.01% | 11 |
|
|
2022
Q3 | $1.47M | Hold |
9,019
| – | – | 1% | 11 |
|
|
2022
Q2 | $1.5M | Hold |
9,019
| – | – | 0.98% | 10 |
|
|
2022
Q1 | $1.51M | Hold |
9,019
| – | – | 0.91% | 9 |
|
|
2021
Q4 | $1.57M | Buy |
+9,019
| New | +$1.57M | 0.9% | 9 |
|