Tyler-Stone 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 | $713K | Sell |
5,398
-409
| -7% | -$54K | 0.11% | 164 |
|
|
2025
Q1 | $871K | Buy |
5,807
+412
| +8% | +$61.8K | 0.16% | 123 |
|
|
2024
Q4 | $820K | Sell |
5,395
-394
| -7% | -$59.9K | 0.15% | 127 |
|
|
2024
Q3 | $984K | Buy |
5,789
+2,938
| +103% | +$500K | 0.19% | 111 |
|
|
2024
Q2 | $470K | Sell |
2,851
-30
| -1% | -$4.95K | 0.19% | 98 |
|
|
2024
Q1 | $504K | Sell |
2,881
-342
| -11% | -$59.9K | 0.22% | 92 |
|
|
2023
Q4 | $547K | Buy |
3,223
+198
| +7% | +$33.6K | 0.27% | 74 |
|
|
2023
Q3 | $513K | Buy |
3,025
+108
| +4% | +$18.3K | 0.29% | 70 |
|
|
2023
Q2 | $540K | Buy |
+2,917
| New | +$540K | 0.3% | 70 |
|
|
2022
Q4 | $646K | Sell |
3,576
-100
| -3% | -$18.1K | 0.44% | 54 |
|
|
2022
Q3 | $600K | Buy |
3,676
+75
| +2% | +$12.2K | 0.46% | 53 |
|
|
2022
Q2 | $600K | Sell |
3,601
-415
| -10% | -$69.1K | 0.4% | 58 |
|
|
2022
Q1 | $672K | Sell |
4,016
-631
| -14% | -$106K | 0.37% | 60 |
|
|
2021
Q4 | $807K | Buy |
+4,647
| New | +$807K | 0.43% | 48 |
|