Summit Wealth 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 | $328K | Buy |
2,483
+123
| +5% | +$16.2K | 0.08% | 80 |
|
|
2025
Q1 | $354K | Sell |
2,360
-16
| -0.7% | -$2.4K | 0.1% | 70 |
|
|
2024
Q4 | $361K | Sell |
2,376
-41
| -2% | -$6.23K | 0.1% | 63 |
|
|
2024
Q3 | $411K | Hold |
2,417
| – | – | 0.12% | 59 |
|
|
2024
Q2 | $399K | Buy |
+2,417
| New | +$399K | 0.12% | 60 |
|
|
2023
Q3 | – | Sell |
-3,061
| Closed | -$567K | – | 60 |
|
|
2023
Q2 | $567K | Sell |
3,061
-554,959
| -99% | -$103M | 0.23% | 42 |
|
|
2023
Q1 | $3K | Buy |
+558,020
| New | +$3K | 0.07% | 73 |
|