WealthShield Partners’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
10,570
+123
| +1% | +$16.2K | 0.17% | 143 |
|
|
2025
Q1 | $1.57M | Buy |
10,447
+823
| +9% | +$123K | 0.2% | 123 |
|
|
2024
Q4 | $1.47M | Sell |
9,624
-63
| -0.7% | -$9.63K | 0.21% | 115 |
|
|
2024
Q3 | $1.65M | Buy |
9,687
+111
| +1% | +$18.9K | 0.22% | 113 |
|
|
2024
Q2 | $1.58M | Buy |
9,576
+33
| +0.3% | +$5.44K | 0.24% | 111 |
|
|
2024
Q1 | $1.68M | Buy |
9,543
+310
| +3% | +$54.6K | 0.27% | 108 |
|
|
2023
Q4 | $1.58M | Sell |
9,233
-150
| -2% | -$25.7K | 0.26% | 108 |
|
|
2023
Q3 | $1.59M | Buy |
9,383
+122
| +1% | +$20.7K | 0.24% | 114 |
|
|
2023
Q2 | $1.73M | Buy |
9,261
+3,920
| +73% | +$730K | 0.26% | 100 |
|
|
2023
Q1 | $974K | Sell |
5,341
-282
| -5% | -$51.4K | 0.16% | 151 |
|
|
2022
Q4 | $1.02M | Buy |
5,623
+36
| +0.6% | +$6.55K | 0.2% | 125 |
|
|
2022
Q3 | $912K | Buy |
5,587
+1
| +0% | +$163 | 0.18% | 137 |
|
|
2022
Q2 | $931K | Buy |
5,586
+198
| +4% | +$33K | 0.18% | 135 |
|
|
2022
Q1 | $902K | Sell |
5,388
-2,228
| -29% | -$373K | 0.14% | 159 |
|
|
2021
Q4 | $1.32M | Buy |
7,616
+6,021
| +377% | +$1.05M | 0.22% | 96 |
|
|
2021
Q3 | $240K | Sell |
1,595
-589
| -27% | -$88.6K | 0.06% | 208 |
|
|
2021
Q2 | $324K | Buy |
2,184
+22
| +1% | +$3.26K | 0.05% | 200 |
|
|
2021
Q1 | $306K | Sell |
2,162
-8,510
| -80% | -$1.2M | 0.06% | 204 |
|
|
2020
Q4 | $1.58M | Buy |
10,672
+554
| +5% | +$82.2K | 0.29% | 78 |
|
|
2020
Q3 | $1.4M | Sell |
10,118
-130
| -1% | -$18K | 0.49% | 54 |
|
|
2020
Q2 | $1.36M | Buy |
10,248
+1,860
| +22% | +$246K | 0.62% | 39 |
|
|
2020
Q1 | $1.01M | Buy |
8,388
+774
| +10% | +$92.9K | 0.62% | 37 |
|
|
2019
Q4 | $1.04M | Buy |
7,614
+185
| +2% | +$25.3K | 0.51% | 39 |
|
|
2019
Q3 | $1.02M | Buy |
7,429
+402
| +6% | +$55.1K | 0.54% | 39 |
|
|
2019
Q2 | $921K | Sell |
7,027
-43
| -0.6% | -$5.64K | 0.53% | 38 |
|
|
2019
Q1 | $866K | Buy |
7,070
+742
| +12% | +$90.9K | 0.48% | 47 |
|
|
2018
Q4 | $705K | Buy |
6,328
+60
| +1% | +$6.69K | 0.48% | 43 |
|
|
2018
Q3 | $701K | Sell |
6,268
-92
| -1% | -$10.3K | 0.4% | 49 |
|
|
2018
Q2 | $692K | Sell |
6,360
-180
| -3% | -$19.6K | 0.42% | 44 |
|
|
2018
Q1 | $718K | Buy |
6,540
+96
| +1% | +$10.5K | 0.46% | 45 |
|
|
2017
Q4 | $763K | Buy |
+6,444
| New | +$763K | 0.46% | 46 |
|