WealthBridge Capital Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $552K | Sell |
4,181
-113
| -3% | -$14.9K | 0.14% | 108 |
|
|
2025
Q1 | $644K | Sell |
4,294
-308
| -7% | -$46.2K | 0.18% | 97 |
|
|
2024
Q4 | $700K | Sell |
4,602
-5
| -0.1% | -$760 | 0.19% | 88 |
|
|
2024
Q3 | $783K | Sell |
4,607
-151
| -3% | -$25.7K | 0.22% | 81 |
|
|
2024
Q2 | $785K | Buy |
4,758
+8
| +0.2% | +$1.32K | 0.26% | 73 |
|
|
2024
Q1 | $831K | Sell |
4,750
-291
| -6% | -$50.9K | 0.28% | 65 |
|
|
2023
Q4 | $856K | Sell |
5,041
-65
| -1% | -$11K | 0.32% | 63 |
|
|
2023
Q3 | $865K | Buy |
5,106
+118
| +2% | +$20K | 0.36% | 60 |
|
|
2023
Q2 | $924K | Sell |
4,988
-5,375
| -52% | -$996K | 0.37% | 60 |
|
|
2023
Q1 | $1.89M | Sell |
10,363
-9
| -0.1% | -$1.64K | 0.75% | 32 |
|
|
2022
Q4 | $1.87M | Buy |
10,372
+102
| +1% | +$18.4K | 0.78% | 31 |
|
|
2022
Q3 | $1.71M | Hold |
10,270
| – | – | 0.73% | 30 |
|
|
2022
Q2 | $1.71M | Buy |
10,270
+73
| +0.7% | +$12.2K | 0.73% | 30 |
|
|
2022
Q1 | $1.71M | Buy |
10,197
+5,390
| +112% | +$902K | 0.64% | 35 |
|
|
2021
Q4 | $835K | Sell |
4,807
-39
| -0.8% | -$6.77K | 0.31% | 68 |
|
|
2021
Q3 | $729K | Sell |
4,846
-271
| -5% | -$40.8K | 0.27% | 76 |
|
|
2021
Q2 | $758K | Sell |
5,117
-497
| -9% | -$73.6K | 0.28% | 81 |
|
|
2021
Q1 | $794K | Buy |
+5,614
| New | +$794K | 0.32% | 65 |
|
|
2019
Q2 | – | Sell |
-887
| Closed | -$112K | – | 648 |
|
|
2019
Q1 | $112K | Buy |
887
+327
| +58% | +$41.3K | 0.07% | 175 |
|
|
2018
Q4 | $62K | Buy |
+560
| New | +$62K | 0.05% | 219 |
|