Advance Capital 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 | $240K | Sell |
1,817
-228
| -11% | -$30.1K | 0.01% | 147 |
|
|
2025
Q1 | $307K | Sell |
2,045
-93
| -4% | -$13.9K | 0.01% | 118 |
|
|
2024
Q4 | $325K | Sell |
2,138
-444
| -17% | -$67.5K | 0.01% | 111 |
|
|
2024
Q3 | $439K | Buy |
2,582
+500
| +24% | +$85K | 0.02% | 95 |
|
|
2024
Q2 | $343K | Buy |
2,082
+192
| +10% | +$31.7K | 0.02% | 108 |
|
|
2024
Q1 | $331K | Buy |
1,890
+23
| +1% | +$4.03K | 0.02% | 109 |
|
|
2023
Q4 | $317K | Buy |
1,867
+129
| +7% | +$21.9K | 0.03% | 92 |
|
|
2023
Q3 | $294K | Sell |
1,738
-42
| -2% | -$7.12K | 0.03% | 93 |
|
|
2023
Q2 | $330K | Buy |
+1,780
| New | +$330K | 0.04% | 84 |
|