Zynergy Retirement Planning’s PepsiCo PEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-50
Closed -$7.6K 78
2025
Q1
$7.6K Hold
50
0.01% 91
2024
Q4
$8.5K Hold
50
0.01% 81
2024
Q3
$8.5K Sell
50
-100
-67% -$17K 0.01% 81
2024
Q2
$24.7K Buy
+150
New +$24.7K 0.02% 60