Widmann Financial Services’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Sell |
8,330
-169
| -2% | -$22.3K | 0.77% | 39 |
|
|
2025
Q1 | $1.27M | Buy |
8,499
+483
| +6% | +$72.4K | 0.99% | 29 |
|
|
2024
Q4 | $1.22M | Sell |
8,016
-100
| -1% | -$15.2K | 0.94% | 31 |
|
|
2024
Q3 | $1.38M | Sell |
8,116
-376
| -4% | -$63.9K | 1.05% | 30 |
|
|
2024
Q2 | $1.4M | Buy |
8,492
+11
| +0.1% | +$1.81K | 1.14% | 27 |
|
|
2024
Q1 | $1.48M | Sell |
8,481
-100
| -1% | -$17.5K | 1.25% | 27 |
|
|
2023
Q4 | $1.46M | Buy |
8,581
+580
| +7% | +$98.5K | 1.31% | 24 |
|
|
2023
Q3 | $1.36M | Buy |
8,001
+530
| +7% | +$89.8K | 1.35% | 24 |
|
|
2023
Q2 | $1.38M | Buy |
7,471
+260
| +4% | +$48.2K | 1.32% | 25 |
|
|
2023
Q1 | $1.31M | Buy |
7,211
+86
| +1% | +$15.7K | 1.33% | 27 |
|
|
2022
Q4 | $1.29M | Buy |
7,125
+75
| +1% | +$13.6K | 1.35% | 27 |
|
|
2022
Q3 | $1.15M | Sell |
7,050
-55
| -0.8% | -$8.98K | 1.28% | 29 |
|
|
2022
Q2 | $1.18M | Sell |
7,105
-22
| -0.3% | -$3.67K | 1.23% | 30 |
|
|
2022
Q1 | $1.19M | Hold |
7,127
| – | – | 1.06% | 32 |
|
|
2021
Q4 | $1.24M | Buy |
+7,127
| New | +$1.24M | 1.02% | 31 |
|