Walkner Condon Financial 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 | $204K | Sell |
1,541
-244
| -14% | -$32.2K | 0.04% | 269 |
|
|
2025
Q1 | $268K | Buy |
1,785
+66
| +4% | +$9.9K | 0.05% | 222 |
|
|
2024
Q4 | $261K | Sell |
1,719
-1,399
| -45% | -$213K | 0.05% | 237 |
|
|
2024
Q3 | $530K | Buy |
3,118
+1,362
| +78% | +$232K | 0.11% | 151 |
|
|
2024
Q2 | $290K | Buy |
1,756
+180
| +11% | +$29.7K | 0.06% | 206 |
|
|
2024
Q1 | $276K | Buy |
1,576
+207
| +15% | +$36.2K | 0.06% | 223 |
|
|
2023
Q4 | $233K | Buy |
+1,369
| New | +$233K | 0.05% | 234 |
|