Valued Wealth 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 | $7.36K | Sell |
56
-30
| -35% | -$3.95K | ﹤0.01% | 241 |
|
|
2025
Q1 | $12.8K | Sell |
86
-53
| -38% | -$7.91K | 0.01% | 201 |
|
|
2024
Q4 | $21.3K | Sell |
139
-99
| -42% | -$15.2K | 0.01% | 151 |
|
|
2024
Q3 | $40.5K | Buy |
238
+56
| +31% | +$9.54K | 0.03% | 87 |
|
|
2024
Q2 | $30.1K | Buy |
182
+24
| +15% | +$3.96K | 0.02% | 102 |
|
|
2024
Q1 | $27.8K | Buy |
158
+69
| +78% | +$12.1K | 0.02% | 101 |
|
|
2023
Q4 | $15.1K | Buy |
+89
| New | +$15.1K | 0.01% | 95 |
|