Tradition 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 | $278K | Buy |
2,109
+228
| +12% | +$30.1K | 0.02% | 368 |
|
|
2025
Q1 | $282K | Buy |
1,881
+59
| +3% | +$8.85K | 0.02% | 341 |
|
|
2024
Q4 | $277K | Sell |
1,822
-850
| -32% | -$129K | 0.02% | 334 |
|
|
2024
Q3 | $454K | Sell |
2,672
-192
| -7% | -$32.7K | 0.04% | 257 |
|
|
2024
Q2 | $472K | Buy |
2,864
+287
| +11% | +$47.3K | 0.05% | 241 |
|
|
2024
Q1 | $451K | Buy |
2,577
+20
| +0.8% | +$3.5K | 0.05% | 234 |
|
|
2023
Q4 | $434K | Sell |
2,557
-956
| -27% | -$162K | 0.05% | 218 |
|
|
2023
Q3 | $595K | Sell |
3,513
-796
| -18% | -$135K | 0.07% | 154 |
|
|
2023
Q2 | $798K | Buy |
4,309
+731
| +20% | +$135K | 0.09% | 137 |
|
|
2023
Q1 | $652K | Buy |
3,578
+1,110
| +45% | +$202K | 0.08% | 139 |
|
|
2022
Q4 | $446K | Sell |
2,468
-172
| -7% | -$31.1K | 0.06% | 170 |
|
|
2022
Q3 | $431K | Buy |
2,640
+478
| +22% | +$78K | 0.06% | 170 |
|
|
2022
Q2 | $360K | Sell |
2,162
-576
| -21% | -$95.9K | 0.05% | 193 |
|
|
2022
Q1 | $458K | Buy |
2,738
+407
| +17% | +$68.1K | 0.06% | 202 |
|
|
2021
Q4 | $405K | Buy |
2,331
+7
| +0.3% | +$1.22K | 0.05% | 205 |
|
|
2021
Q3 | $350K | Buy |
2,324
+2
| +0.1% | +$301 | 0.05% | 204 |
|
|
2021
Q2 | $344K | Buy |
2,322
+1
| +0% | +$148 | 0.05% | 220 |
|
|
2021
Q1 | $328K | Sell |
2,321
-428
| -16% | -$60.5K | 0.06% | 202 |
|
|
2020
Q4 | $408K | Buy |
+2,749
| New | +$408K | 0.08% | 167 |
|