Tanager 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 | – | Sell |
-1,343
| Closed | -$201K | – | 129 |
|
|
2025
Q1 | $201K | Buy |
1,343
+14
| +1% | +$2.1K | 0.03% | 115 |
|
|
2024
Q4 | $205K | Sell |
1,329
-561
| -30% | -$86.4K | 0.03% | 117 |
|
|
2024
Q3 | $321K | Buy |
+1,890
| New | +$321K | 0.04% | 81 |
|
|
2023
Q3 | – | Sell |
-1,437
| Closed | -$266K | – | 83 |
|
|
2023
Q2 | $266K | Sell |
1,437
-12
| -0.8% | -$2.22K | 0.06% | 72 |
|
|
2023
Q1 | $264K | Sell |
1,449
-228
| -14% | -$41.6K | 0.06% | 66 |
|
|
2022
Q4 | $305K | Buy |
+1,677
| New | +$305K | 0.08% | 58 |
|