Significant Wealth Partners’s PepsiCo PEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,511
Closed -$427K 113
2024
Q3
$427K Buy
2,511
+214
+9% +$36.4K 0.22% 35
2024
Q2
$379K Sell
2,297
-1,619
-41% -$267K 0.21% 32
2024
Q1
$685K Sell
3,916
-69
-2% -$12.1K 0.45% 63
2023
Q4
$677K Buy
+3,985
New +$677K 0.49% 60