Wealth 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 | $1.07M | Buy |
8,107
+8
| +0.1% | +$1.06K | 1.06% | 27 |
|
|
2025
Q1 | $1.21M | Buy |
8,099
+155
| +2% | +$23.2K | 0.79% | 32 |
|
|
2024
Q4 | $1.21M | Sell |
7,944
-91
| -1% | -$13.8K | 0.78% | 31 |
|
|
2024
Q3 | $1.37M | Sell |
8,035
-161
| -2% | -$27.4K | 0.92% | 26 |
|
|
2024
Q2 | $1.35M | Buy |
8,196
+40
| +0.5% | +$6.6K | 0.97% | 24 |
|
|
2024
Q1 | $1.43M | Buy |
+8,156
| New | +$1.43M | 1.08% | 21 |
|