Strategic Wealth Investment Group’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $918K | Buy |
6,953
+595
| +9% | +$78.6K | 1.33% | 28 |
|
|
2025
Q1 | $953K | Sell |
6,358
-47,221
| -88% | -$7.08M | 1.66% | 23 |
|
|
2024
Q4 | $8.15M | Sell |
53,579
-5,247
| -9% | -$798K | 0.9% | 39 |
|
|
2024
Q3 | $10.1M | Buy |
58,826
+16,178
| +38% | +$2.77M | 1.08% | 38 |
|
|
2024
Q2 | $6.95M | Buy |
+42,648
| New | +$6.95M | 0.88% | 39 |
|
|
2023
Q4 | $637K | Buy |
+3,753
| New | +$637K | 0.1% | 69 |
|