TW
TritonPoint Wealth’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.88M | Sell |
52,105
-1,912
| -4% | -$252K | 0.64% | 39 |
|
|
2025
Q1 | $8.1M | Buy |
54,017
+1,175
| +2% | +$176K | 0.77% | 35 |
|
|
2024
Q4 | $8.11M | Sell |
52,842
-3,091
| -6% | -$474K | 0.73% | 33 |
|
|
2024
Q3 | $9.51M | Buy |
55,933
+651
| +1% | +$111K | 0.87% | 29 |
|
|
2024
Q2 | $9.12M | Sell |
55,282
-1,333
| -2% | -$220K | 0.88% | 29 |
|
|
2024
Q1 | $9.41M | Sell |
56,615
-1,008
| -2% | -$168K | 0.98% | 24 |
|
|
2023
Q4 | $9.86M | Buy |
+57,623
| New | +$9.86M | 0.96% | 26 |
|