Sterling 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 | $1.13M | Buy |
+8,575
| New | +$1.13M | 0.39% | 39 |
|
|
2024
Q4 | $1.3M | Sell |
8,565
-49
| -0.6% | -$7.45K | 0.48% | 33 |
|
|
2024
Q3 | $1.46M | Buy |
8,614
+49
| +0.6% | +$8.33K | 0.55% | 30 |
|
|
2024
Q2 | $1.41M | Hold |
8,565
| – | – | 0.67% | 25 |
|
|
2024
Q1 | $1.5M | Buy |
8,565
+3,381
| +65% | +$592K | 0.75% | 23 |
|
|
2023
Q4 | $880K | Buy |
+5,184
| New | +$880K | 0.5% | 30 |
|