Accel 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 | $1.88M | Buy |
14,248
+597
| +4% | +$78.8K | 0.63% | 45 |
|
|
2025
Q1 | $2.05M | Sell |
13,651
-440
| -3% | -$66K | 0.74% | 32 |
|
|
2024
Q4 | $2.14M | Buy |
14,091
+552
| +4% | +$83.9K | 0.81% | 30 |
|
|
2024
Q3 | $2.3M | Buy |
13,539
+17
| +0.1% | +$2.89K | 0.86% | 27 |
|
|
2024
Q2 | $2.23M | Buy |
13,522
+22
| +0.2% | +$3.63K | 0.89% | 29 |
|
|
2024
Q1 | $2.36M | Buy |
13,500
+2,019
| +18% | +$353K | 1% | 27 |
|
|
2023
Q4 | $1.95M | Buy |
11,481
+104
| +0.9% | +$17.7K | 0.98% | 26 |
|
|
2023
Q3 | $1.93M | Buy |
11,377
+539
| +5% | +$91.3K | 1.07% | 24 |
|
|
2023
Q2 | $2.01M | Buy |
10,838
+166
| +2% | +$30.7K | 1.11% | 23 |
|
|
2023
Q1 | $1.95M | Sell |
10,672
-5
| -0% | -$911 | 0.8% | 28 |
|
|
2022
Q4 | $1.93M | Sell |
10,677
-22
| -0.2% | -$3.98K | 0.92% | 28 |
|
|
2022
Q3 | $1.79M | Sell |
10,699
-826
| -7% | -$138K | 0.95% | 25 |
|
|
2022
Q2 | $1.97M | Sell |
11,525
-159
| -1% | -$27.2K | 1.13% | 21 |
|
|
2022
Q1 | $1.98M | Sell |
11,684
-68
| -0.6% | -$11.5K | 1.02% | 23 |
|
|
2021
Q4 | $2.04M | Buy |
11,752
+1,289
| +12% | +$224K | 1% | 26 |
|
|
2021
Q3 | $1.57M | Buy |
10,463
+78
| +0.8% | +$11.7K | 1.02% | 25 |
|
|
2021
Q2 | $1.54M | Buy |
10,385
+228
| +2% | +$33.8K | 1.02% | 21 |
|
|
2021
Q1 | $1.44M | Buy |
10,157
+612
| +6% | +$86.6K | 1.16% | 19 |
|
|
2020
Q4 | $1.42M | Buy |
+9,545
| New | +$1.42M | 1.32% | 14 |
|