Towerpoint 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 | $739K | Sell |
5,594
-216
| -4% | -$28.5K | 0.33% | 47 |
|
|
2025
Q1 | $871K | Buy |
5,810
+3,838
| +195% | +$575K | 0.43% | 42 |
|
|
2024
Q4 | $300K | Sell |
1,972
-120
| -6% | -$18.2K | 0.15% | 63 |
|
|
2024
Q3 | $356K | Buy |
2,092
+33
| +2% | +$5.61K | 0.17% | 61 |
|
|
2024
Q2 | $340K | Buy |
2,059
+250
| +14% | +$41.2K | 0.17% | 60 |
|
|
2024
Q1 | $317K | Sell |
1,809
-112
| -6% | -$19.6K | 0.16% | 63 |
|
|
2023
Q4 | $326K | Sell |
1,921
-10
| -0.5% | -$1.7K | 0.18% | 58 |
|
|
2023
Q3 | $327K | Buy |
1,931
+265
| +16% | +$44.9K | 0.19% | 60 |
|
|
2023
Q2 | $309K | Buy |
1,666
+68
| +4% | +$12.6K | 0.17% | 66 |
|
|
2023
Q1 | $291K | Sell |
1,598
-49
| -3% | -$8.93K | 0.17% | 65 |
|
|
2022
Q4 | $298K | Sell |
1,647
-80
| -5% | -$14.5K | 0.17% | 67 |
|
|
2022
Q3 | $282K | Sell |
1,727
-207
| -11% | -$33.8K | 0.17% | 67 |
|
|
2022
Q2 | $322K | Buy |
1,934
+19
| +1% | +$3.16K | 0.19% | 67 |
|
|
2022
Q1 | $321K | Buy |
1,915
+5
| +0.3% | +$838 | 0.16% | 65 |
|
|
2021
Q4 | $332K | Sell |
1,910
-34
| -2% | -$5.91K | 0.16% | 64 |
|
|
2021
Q3 | $292K | Sell |
1,944
-4
| -0.2% | -$601 | 0.15% | 65 |
|
|
2021
Q2 | $289K | Sell |
1,948
-4,071
| -68% | -$604K | 0.14% | 65 |
|
|
2021
Q1 | $851K | Buy |
+6,019
| New | +$851K | 0.41% | 36 |
|