Sterling Group 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
Q2 | $262K | Hold |
1,984
| – | – | 0.15% | 44 |
|
|
2025
Q1 | $298K | Hold |
1,984
| – | – | 0.16% | 46 |
|
|
2024
Q4 | $302K | Hold |
1,984
| – | – | 0.16% | 46 |
|
|
2024
Q3 | $337K | Hold |
1,984
| – | – | 0.18% | 42 |
|
|
2024
Q2 | $327K | Buy |
+1,984
| New | +$327K | 0.19% | 37 |
|
|
2024
Q1 | – | Sell |
-2,185
| Closed | -$371K | – | 34 |
|
|
2023
Q4 | $371K | Sell |
2,185
-275
| -11% | -$46.7K | 0.29% | 34 |
|
|
2023
Q3 | $417K | Sell |
2,460
-40
| -2% | -$6.78K | 0.39% | 29 |
|
|
2023
Q2 | $463K | Sell |
2,500
-71
| -3% | -$13.2K | 0.4% | 25 |
|
|
2023
Q1 | $469K | Buy |
2,571
+220
| +9% | +$40.1K | 0.44% | 27 |
|
|
2022
Q4 | $425K | Buy |
+2,351
| New | +$425K | 0.42% | 26 |
|