Wescott Financial Advisory 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 | $290K | Sell |
2,197
-121
| -5% | -$16K | 0.03% | 149 |
|
|
2025
Q1 | $348K | Sell |
2,318
-78
| -3% | -$11.7K | 0.04% | 133 |
|
|
2024
Q4 | $364K | Sell |
2,396
-90
| -4% | -$13.7K | 0.04% | 129 |
|
|
2024
Q3 | $423K | Buy |
2,486
+11
| +0.4% | +$1.87K | 0.05% | 129 |
|
|
2024
Q2 | $408K | Buy |
2,475
+724
| +41% | +$119K | 0.05% | 122 |
|
|
2024
Q1 | $306K | Buy |
1,751
+160
| +10% | +$28K | 0.04% | 135 |
|
|
2023
Q4 | $270K | Sell |
1,591
-122
| -7% | -$20.7K | 0.04% | 140 |
|
|
2023
Q3 | $290K | Sell |
1,713
-423
| -20% | -$71.7K | 0.05% | 130 |
|
|
2023
Q2 | $396K | Buy |
+2,136
| New | +$396K | 0.07% | 111 |
|