Western Pacific Wealth 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 | $162K | Hold |
1,230
| – | – | 0.16% | 79 |
|
|
2025
Q1 | $184K | Hold |
1,230
| – | – | 0.17% | 67 |
|
|
2024
Q4 | $187K | Sell |
1,230
-324
| -21% | -$49.3K | 0.15% | 69 |
|
|
2024
Q3 | $264K | Buy |
1,554
+400
| +35% | +$68K | 0.18% | 43 |
|
|
2024
Q2 | $190K | Hold |
1,154
| – | – | 0.14% | 52 |
|
|
2024
Q1 | $202K | Sell |
1,154
-407
| -26% | -$71.2K | 0.15% | 53 |
|
|
2023
Q4 | $265K | Sell |
1,561
-160
| -9% | -$27.2K | 0.19% | 35 |
|
|
2023
Q3 | $292K | Hold |
1,721
| – | – | 0.24% | 29 |
|
|
2023
Q2 | $319K | Hold |
1,721
| – | – | 0.24% | 25 |
|
|
2023
Q1 | $314K | Buy |
1,721
+721
| +72% | +$131K | 0.24% | 23 |
|
|
2022
Q4 | $181K | Hold |
1,000
| – | – | 0.15% | 39 |
|
|
2022
Q3 | $163K | Sell |
1,000
-50
| -5% | -$8.15K | 0.16% | 31 |
|
|
2022
Q2 | $174K | Hold |
1,050
| – | – | 0.17% | 28 |
|
|
2022
Q1 | $175K | Buy |
1,050
+50
| +5% | +$8.33K | 0.13% | 38 |
|
|
2021
Q4 | $173K | Buy |
+1,000
| New | +$173K | 0.11% | 46 |
|