Triton 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 | $828K | Buy |
+5,733
| New | +$828K | 0.35% | 38 |
|
|
2024
Q4 | $919K | Buy |
5,570
+691
| +14% | +$114K | 0.47% | 27 |
|
|
2024
Q3 | $837K | Hold |
4,879
| – | – | 0.48% | 27 |
|
|
2024
Q2 | $811K | Hold |
4,879
| – | – | 0.47% | 27 |
|
|
2024
Q1 | $850K | Hold |
4,879
| – | – | 0.59% | 27 |
|
|
2023
Q4 | $839K | Buy |
4,879
+100
| +2% | +$17.2K | 0.55% | 21 |
|
|
2023
Q3 | $799K | Sell |
4,779
-4,647
| -49% | -$777K | 0.54% | 21 |
|
|
2023
Q2 | $1.78M | Buy |
9,426
+68
| +0.7% | +$12.9K | 1% | 15 |
|
|
2023
Q1 | $1.69M | Buy |
9,358
+140
| +2% | +$25.3K | 1.04% | 14 |
|
|
2022
Q4 | $1.6M | Sell |
9,218
-59
| -0.6% | -$10.2K | 0.97% | 14 |
|
|
2022
Q3 | $1.55M | Hold |
9,277
| – | – | 0.92% | 17 |
|
|
2022
Q2 | $1.63M | Buy |
9,277
+25
| +0.3% | +$4.39K | 1.15% | 17 |
|
|
2022
Q1 | $1.63M | Hold |
9,252
| – | – | 0.84% | 17 |
|
|
2021
Q4 | $1.63M | Hold |
9,252
| – | – | 0.84% | 17 |
|
|
2021
Q3 | $1.46M | Sell |
9,252
-4
| -0% | -$633 | 0.7% | 20 |
|
|
2021
Q2 | $1.45M | Buy |
+9,256
| New | +$1.45M | 0.83% | 19 |
|