TriaGen Wealth Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,276
| Closed | -$217K | – | 183 |
|
|
2024
Q3 | $217K | Hold |
1,276
| – | – | 0.07% | 164 |
|
|
2024
Q2 | $210K | Sell |
1,276
-16
| -1% | -$2.64K | 0.08% | 154 |
|
|
2024
Q1 | $226K | Hold |
1,292
| – | – | 0.09% | 150 |
|
|
2023
Q4 | $219K | Buy |
1,292
+9
| +0.7% | +$1.53K | 0.1% | 148 |
|
|
2023
Q3 | $217K | Hold |
1,283
| – | – | 0.11% | 141 |
|
|
2023
Q2 | $238K | Buy |
1,283
+9
| +0.7% | +$1.67K | 0.11% | 151 |
|
|
2023
Q1 | $232K | Buy |
1,274
+31
| +2% | +$5.65K | 0.12% | 145 |
|
|
2022
Q4 | $225K | Hold |
1,243
| – | – | 0.12% | 157 |
|
|
2022
Q3 | $203K | Hold |
1,243
| – | – | 0.11% | 157 |
|
|
2022
Q2 | $207K | Hold |
1,243
| – | – | 0.15% | 144 |
|
|
2022
Q1 | $208K | Hold |
1,243
| – | – | 0.11% | 161 |
|
|
2021
Q4 | $216K | Buy |
+1,243
| New | +$216K | 0.11% | 172 |
|
|
2021
Q3 | – | Sell |
-1,365
| Closed | -$214K | – | 192 |
|
|
2021
Q2 | $214K | Sell |
1,365
-100
| -7% | -$15.7K | 0.11% | 176 |
|
|
2021
Q1 | $207K | Hold |
1,465
| – | – | 0.12% | 161 |
|
|
2020
Q4 | $217K | Buy |
+1,465
| New | +$217K | 0.13% | 161 |
|