Talisman Wealth Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Sell |
1,653
-64
| -4% | -$8.45K | 0.2% | 102 |
|
|
2025
Q1 | $257K | Sell |
1,717
-58
| -3% | -$8.69K | 0.26% | 86 |
|
|
2024
Q4 | $270K | Buy |
1,775
+182
| +11% | +$27.7K | 0.29% | 80 |
|
|
2024
Q3 | $271K | Buy |
1,593
+16
| +1% | +$2.72K | 0.29% | 83 |
|
|
2024
Q2 | $260K | Buy |
1,577
+20
| +1% | +$3.3K | 0.3% | 77 |
|
|
2024
Q1 | $272K | Buy |
1,557
+68
| +5% | +$11.9K | 0.34% | 73 |
|
|
2023
Q4 | $253K | Buy |
1,489
+46
| +3% | +$7.81K | 0.38% | 72 |
|
|
2023
Q3 | $245K | Sell |
1,443
-8
| -0.6% | -$1.36K | 0.42% | 72 |
|
|
2023
Q2 | $269K | Hold |
1,451
| – | – | 0.46% | 69 |
|
|
2023
Q1 | $264K | Buy |
1,451
+276
| +23% | +$50.2K | 0.48% | 71 |
|
|
2022
Q4 | $212K | Buy |
+1,175
| New | +$212K | 0.45% | 69 |
|