UP Strategic Wealth Investment Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $402K | Sell |
3,041
-1,293
| -30% | -$171K | 0.31% | 51 |
|
|
2025
Q1 | $650K | Buy |
4,334
+1,293
| +43% | +$194K | 0.58% | 32 |
|
|
2024
Q4 | $462K | Sell |
3,041
-276
| -8% | -$42K | 0.46% | 39 |
|
|
2024
Q3 | $564K | Buy |
3,317
+341
| +11% | +$58K | 0.63% | 29 |
|
|
2024
Q2 | $491K | Buy |
2,976
+25
| +0.8% | +$4.12K | 0.74% | 29 |
|
|
2024
Q1 | $516K | Hold |
2,951
| – | – | 0.85% | 27 |
|
|
2023
Q4 | $501K | Buy |
+2,951
| New | +$501K | 0.91% | 23 |
|