United Advisor Group’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Buy |
3,659
+651
| +22% | +$86K | 0.08% | 225 |
|
|
2025
Q1 | $451K | Sell |
3,008
-126
| -4% | -$18.9K | 0.09% | 201 |
|
|
2024
Q4 | $477K | Buy |
3,134
+509
| +19% | +$77.4K | 0.09% | 201 |
|
|
2024
Q3 | $446K | Buy |
2,625
+534
| +26% | +$90.8K | 0.1% | 208 |
|
|
2024
Q2 | $345K | Buy |
+2,091
| New | +$345K | 0.11% | 182 |
|