WealthPlan Investment 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 | $11.5M | Buy |
87,112
+10,508
| +14% | +$1.39M | 0.84% | 32 |
|
|
2025
Q1 | $11.5M | Buy |
76,604
+3,532
| +5% | +$530K | 1.13% | 23 |
|
|
2024
Q4 | $11.1M | Sell |
73,072
-4,831
| -6% | -$735K | 1.1% | 23 |
|
|
2024
Q3 | $13.2M | Buy |
77,903
+5,296
| +7% | +$901K | 1.34% | 16 |
|
|
2024
Q2 | $12M | Sell |
72,607
-1,422
| -2% | -$235K | 1.81% | 8 |
|
|
2024
Q1 | $13M | Buy |
74,029
+2,801
| +4% | +$490K | 1.98% | 4 |
|
|
2023
Q4 | $12.1M | Buy |
71,228
+1,046
| +1% | +$178K | 1.94% | 5 |
|
|
2023
Q3 | $11.9M | Buy |
70,182
+35,197
| +101% | +$5.96M | 2.1% | 5 |
|
|
2023
Q2 | $6.48M | Sell |
34,985
-36,753
| -51% | -$6.81M | 1.93% | 5 |
|
|
2023
Q1 | $13.1M | Sell |
71,738
-58,034
| -45% | -$10.6M | 2.25% | 2 |
|
|
2022
Q4 | $23.1M | Buy |
129,772
+4,735
| +4% | +$842K | 1.61% | 8 |
|
|
2022
Q3 | $22.8M | Buy |
+125,037
| New | +$22.8M | 1.66% | 7 |
|
|
2022
Q1 | $15.6M | Buy |
+90,769
| New | +$15.6M | 1.08% | 23 |
|