Talon Private Wealth’s PepsiCo PEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$311K Buy
2,356
+522
+28% +$68.9K 0.04% 140
2025
Q1
$275K Sell
1,834
-789
-30% -$118K 0.04% 145
2024
Q4
$399K Buy
2,623
+2,534
+2,847% +$385K 0.08% 90
2024
Q3
$15.1K Buy
+89
New +$15.1K ﹤0.01% 144