Triad Wealth Partners’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Buy |
3,617
+242
| +7% | +$32K | 0.1% | 159 |
|
|
2025
Q1 | $506K | Buy |
3,375
+275
| +9% | +$41.2K | 0.16% | 103 |
|
|
2024
Q4 | $471K | Buy |
+3,100
| New | +$471K | 0.17% | 94 |
|
|
2024
Q3 | – | Sell |
-1,987
| Closed | -$328K | – | 659 |
|
|
2024
Q2 | $328K | Buy |
1,987
+224
| +13% | +$36.9K | 0.17% | 58 |
|
|
2024
Q1 | $309K | Buy |
+1,763
| New | +$309K | 0.24% | 41 |
|