Vance Wealth’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Buy |
1,754
+8
| +0.5% | +$1.06K | 0.08% | 107 |
|
|
2025
Q1 | $262K | Sell |
1,746
-75
| -4% | -$11.2K | 0.1% | 89 |
|
|
2024
Q4 | $277K | Buy |
1,821
+14
| +0.8% | +$2.13K | 0.11% | 80 |
|
|
2024
Q3 | $307K | Sell |
1,807
-24
| -1% | -$4.08K | 0.12% | 78 |
|
|
2024
Q2 | $302K | Sell |
1,831
-54
| -3% | -$8.91K | 0.12% | 76 |
|
|
2024
Q1 | $330K | Buy |
1,885
+73
| +4% | +$12.8K | 0.13% | 66 |
|
|
2023
Q4 | $308K | Buy |
1,812
+202
| +13% | +$34.3K | 0.13% | 64 |
|
|
2023
Q3 | $273K | Hold |
1,610
| – | – | 0.13% | 67 |
|
|
2023
Q2 | $298K | Hold |
1,610
| – | – | 0.14% | 64 |
|
|
2023
Q1 | $294K | Buy |
1,610
+75
| +5% | +$13.7K | 0.16% | 59 |
|
|
2022
Q4 | $277K | Hold |
1,535
| – | – | 0.17% | 59 |
|
|
2022
Q3 | $251K | Buy |
1,535
+126
| +9% | +$20.6K | 0.19% | 55 |
|
|
2022
Q2 | $235K | Buy |
1,409
+9
| +0.6% | +$1.5K | 0.18% | 56 |
|
|
2022
Q1 | $234K | Hold |
1,400
| – | – | 0.3% | 51 |
|
|
2021
Q4 | $243K | Buy |
+1,400
| New | +$243K | 0.24% | 52 |
|