SilverOak 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
Q1 | – | Sell |
-1,388
| Closed | -$211K | – | 101 |
|
|
2024
Q4 | $211K | Buy |
1,388
+8
| +0.6% | +$1.22K | 0.05% | 93 |
|
|
2024
Q3 | $235K | Hold |
1,380
| – | – | 0.05% | 90 |
|
|
2024
Q2 | $228K | Sell |
1,380
-100
| -7% | -$16.5K | 0.05% | 85 |
|
|
2024
Q1 | $259K | Sell |
1,480
-81
| -5% | -$14.2K | 0.06% | 79 |
|
|
2023
Q4 | $265K | Buy |
+1,561
| New | +$265K | 0.07% | 70 |
|