AO
Advisor OS’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
8,962
+540
| +6% | +$71.3K | 0.12% | 121 |
|
|
2025
Q1 | $1.26M | Sell |
8,422
-5,193
| -38% | -$779K | 0.14% | 101 |
|
|
2024
Q4 | $2.07M | Buy |
13,615
+865
| +7% | +$132K | 0.24% | 66 |
|
|
2024
Q3 | $2.17M | Sell |
12,750
-513
| -4% | -$87.2K | 0.22% | 86 |
|
|
2024
Q2 | $2.19M | Buy |
13,263
+482
| +4% | +$79.5K | 0.24% | 79 |
|
|
2024
Q1 | $2.24M | Buy |
12,781
+3,712
| +41% | +$650K | 0.26% | 74 |
|
|
2023
Q4 | $1.54M | Buy |
9,069
+1,401
| +18% | +$238K | 0.2% | 87 |
|
|
2023
Q3 | $1.3M | Sell |
7,668
-2,936
| -28% | -$497K | 0.19% | 94 |
|
|
2023
Q2 | $1.96M | Sell |
10,604
-1,913
| -15% | -$354K | 0.32% | 60 |
|
|
2023
Q1 | $2.28M | Buy |
12,517
+38
| +0.3% | +$6.93K | 0.55% | 44 |
|
|
2022
Q4 | $2.25M | Sell |
12,479
-1,669
| -12% | -$302K | 0.6% | 40 |
|
|
2022
Q3 | $2.31M | Buy |
14,148
+739
| +6% | +$121K | 0.7% | 28 |
|
|
2022
Q2 | $2.23M | Buy |
13,409
+3,713
| +38% | +$619K | 0.65% | 35 |
|
|
2022
Q1 | $1.62M | Sell |
9,696
-421
| -4% | -$70.5K | 0.47% | 46 |
|
|
2021
Q4 | $1.76M | Buy |
10,117
+478
| +5% | +$83K | 0.36% | 73 |
|
|
2021
Q3 | $1.45M | Buy |
9,639
+432
| +5% | +$65K | 0.32% | 71 |
|
|
2021
Q2 | $1.36M | Buy |
9,207
+1,279
| +16% | +$189K | 0.28% | 69 |
|
|
2021
Q1 | $1.12M | Buy |
7,928
+627
| +9% | +$88.7K | 0.25% | 73 |
|
|
2020
Q4 | $1.08M | Buy |
7,301
+4,046
| +124% | +$600K | 0.29% | 52 |
|
|
2020
Q3 | $452K | Sell |
3,255
-6,276
| -66% | -$872K | 0.19% | 59 |
|
|
2020
Q2 | $1.26M | Buy |
+9,531
| New | +$1.26M | 0.75% | 31 |
|