Wealth Management Associates’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Sell |
1,765
-28
| -2% | -$3.7K | 0.09% | 194 |
|
|
2025
Q1 | $269K | Buy |
1,793
+3
| +0.2% | +$450 | 0.12% | 171 |
|
|
2024
Q4 | $272K | Sell |
1,790
-75
| -4% | -$11.4K | 0.12% | 165 |
|
|
2024
Q3 | $317K | Buy |
1,865
+2
| +0.1% | +$340 | 0.14% | 145 |
|
|
2024
Q2 | $307K | Hold |
1,863
| – | – | 0.14% | 139 |
|
|
2024
Q1 | $307K | Sell |
1,863
-47
| -2% | -$7.75K | 0.14% | 139 |
|
|
2023
Q4 | $324K | Buy |
1,910
+13
| +0.7% | +$2.21K | 0.17% | 129 |
|
|
2023
Q3 | $321K | Buy |
1,897
+73
| +4% | +$12.4K | 0.19% | 117 |
|
|
2023
Q2 | $338K | Buy |
1,824
+44
| +2% | +$8.15K | 0.19% | 110 |
|
|
2023
Q1 | $324K | Sell |
1,780
-222
| -11% | -$40.5K | 0.2% | 112 |
|
|
2022
Q4 | $362K | Buy |
2,002
+25
| +1% | +$4.52K | 0.24% | 97 |
|
|
2022
Q3 | $323K | Buy |
1,977
+226
| +13% | +$36.9K | 0.23% | 119 |
|
|
2022
Q2 | $292K | Buy |
1,751
+1
| +0.1% | +$167 | 0.2% | 130 |
|
|
2022
Q1 | $293K | Buy |
1,750
+2
| +0.1% | +$335 | 0.17% | 147 |
|
|
2021
Q4 | $304K | Sell |
1,748
-6
| -0.3% | -$1.04K | 0.16% | 154 |
|
|
2021
Q3 | $264K | Buy |
1,754
+1
| +0.1% | +$150 | 0.15% | 152 |
|
|
2021
Q2 | $260K | Buy |
+1,753
| New | +$260K | 0.15% | 163 |
|