1IA
1620 Investment Advisors’s PepsiCo PEP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $667K | Buy |
5,053
+73
| +1% | +$9.64K | 0.47% | 62 |
|
2025
Q1 | $747K | Buy |
4,980
+62
| +1% | +$9.3K | 0.57% | 41 |
|
2024
Q4 | $748K | Sell |
4,918
-2,851
| -37% | -$434K | 0.57% | 45 |
|
2024
Q3 | $1.32M | Sell |
7,769
-249
| -3% | -$42.3K | 0.95% | 20 |
|
2024
Q2 | $1.32M | Buy |
8,018
+3,034
| +61% | +$500K | 1.01% | 20 |
|
2024
Q1 | $1.34M | Sell |
4,984
-2,446
| -33% | -$658K | 1.35% | 19 |
|
2023
Q4 | $1.26M | Buy |
7,430
+579
| +8% | +$98.3K | 1.38% | 18 |
|
2023
Q3 | $1.16M | Sell |
6,851
-45
| -0.7% | -$7.63K | 1.31% | 17 |
|
2023
Q2 | $1.28M | Sell |
6,896
-32
| -0.5% | -$5.93K | 1.39% | 17 |
|
2023
Q1 | $1.26M | Sell |
6,928
-969
| -12% | -$177K | 1.52% | 14 |
|
2022
Q4 | $1.43M | Buy |
7,897
+147
| +2% | +$26.6K | 1.73% | 9 |
|
2022
Q3 | $1.27M | Buy |
7,750
+1
| +0% | +$163 | 1.87% | 8 |
|
2022
Q2 | $1.29M | Sell |
7,749
-37
| -0.5% | -$6.16K | 1.78% | 8 |
|
2022
Q1 | $1.35M | Hold |
7,786
| – | – | 1.47% | 14 |
|
2021
Q4 | $1.35M | Buy |
+7,786
| New | +$1.35M | 1.51% | 14 |
|