Simplicity Wealth’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.47M | Buy |
41,399
+12,340
| +42% | +$1.63M | 0.23% | 98 |
|
|
2025
Q1 | $4.36M | Buy |
29,059
+21,873
| +304% | +$3.28M | 0.34% | 62 |
|
|
2024
Q4 | $1.09M | Sell |
7,186
-16,192
| -69% | -$2.46M | 0.23% | 85 |
|
|
2024
Q3 | $3.98M | Sell |
23,378
-38,676
| -62% | -$6.58M | 0.37% | 60 |
|
|
2024
Q2 | $10.2M | Buy |
62,054
+5,513
| +10% | +$909K | 0.23% | 85 |
|
|
2024
Q1 | $9.9M | Buy |
56,541
+51,573
| +1,038% | +$9.03M | 0.24% | 84 |
|
|
2023
Q4 | $844K | Buy |
+4,968
| New | +$844K | 0.33% | 50 |
|