Windle Wealth’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.81M | Buy |
51,609
+2,433
| +5% | +$321K | 3.33% | 23 |
|
|
2025
Q1 | $7.37M | Buy |
49,176
+7,234
| +17% | +$1.08M | 3.8% | 19 |
|
|
2024
Q4 | $6.38M | Buy |
41,942
+3,484
| +9% | +$530K | 3.53% | 22 |
|
|
2024
Q3 | $6.54M | Buy |
38,458
+1,639
| +4% | +$279K | 3.55% | 21 |
|
|
2024
Q2 | $6.07M | Buy |
36,819
+1,115
| +3% | +$184K | 3.7% | 19 |
|
|
2024
Q1 | $6.25M | Buy |
35,704
+1,454
| +4% | +$254K | 3.98% | 17 |
|
|
2023
Q4 | $5.82M | Buy |
34,250
+285
| +0.8% | +$48.4K | 4.08% | 17 |
|
|
2023
Q3 | $5.75M | Buy |
33,965
+1,084
| +3% | +$184K | 4.29% | 12 |
|
|
2023
Q2 | $6.09M | Buy |
32,881
+99
| +0.3% | +$18.3K | 4.4% | 8 |
|
|
2023
Q1 | $5.98M | Buy |
32,782
+791
| +2% | +$144K | 4.43% | 11 |
|
|
2022
Q4 | $5.78M | Buy |
+31,991
| New | +$5.78M | 4.51% | 12 |
|