AIMZ Investment Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Sell |
12,998
-33
| -0.3% | -$4.36K | 0.57% | 54 |
|
|
2025
Q1 | $1.95M | Buy |
13,031
+200
| +2% | +$30K | 0.68% | 50 |
|
|
2024
Q4 | $1.95M | Sell |
12,831
-100
| -0.8% | -$15.2K | 0.68% | 45 |
|
|
2024
Q3 | $2.2M | Sell |
12,931
-150
| -1% | -$25.5K | 0.75% | 43 |
|
|
2024
Q2 | $2.16M | Hold |
13,081
| – | – | 0.77% | 41 |
|
|
2024
Q1 | $2.29M | Hold |
13,081
| – | – | 0.85% | 39 |
|
|
2023
Q4 | $2.22M | Hold |
13,081
| – | – | 0.9% | 39 |
|
|
2023
Q3 | $2.22M | Sell |
13,081
-150
| -1% | -$25.4K | 0.99% | 37 |
|
|
2023
Q2 | $2.45M | Hold |
13,231
| – | – | 1.05% | 33 |
|
|
2023
Q1 | $2.41M | Sell |
13,231
-256
| -2% | -$46.7K | 1.08% | 35 |
|
|
2022
Q4 | $2.44M | Sell |
13,487
-597
| -4% | -$108K | 1.15% | 34 |
|
|
2022
Q3 | $2.3M | Sell |
14,084
-97
| -0.7% | -$15.8K | 1.16% | 33 |
|
|
2022
Q2 | $2.36M | Sell |
14,181
-322
| -2% | -$53.7K | 1.13% | 35 |
|
|
2022
Q1 | $2.43M | Sell |
14,503
-183
| -1% | -$30.6K | 1% | 38 |
|
|
2021
Q4 | $2.55M | Hold |
14,686
| – | – | 0.99% | 37 |
|
|
2021
Q3 | $2.21M | Sell |
14,686
-183
| -1% | -$27.5K | 1% | 37 |
|
|
2021
Q2 | $2.2M | Hold |
14,869
| – | – | 0.99% | 37 |
|
|
2021
Q1 | $2.1M | Sell |
14,869
-193
| -1% | -$27.3K | 1.03% | 38 |
|
|
2020
Q4 | $2.23M | Buy |
15,062
+193
| +1% | +$28.6K | 1.17% | 34 |
|
|
2020
Q3 | $2.06M | Sell |
14,869
-500
| -3% | -$69.3K | 1.23% | 31 |
|
|
2020
Q2 | $2.03M | Hold |
15,369
| – | – | 1.32% | 31 |
|
|
2020
Q1 | $1.85M | Sell |
15,369
-250
| -2% | -$30K | 1.43% | 27 |
|
|
2019
Q4 | $2.14M | Sell |
15,619
-400
| -2% | -$54.7K | 1.38% | 30 |
|
|
2019
Q3 | $2.2M | Sell |
16,019
-50
| -0.3% | -$6.85K | 1.51% | 25 |
|
|
2019
Q2 | $2.11M | Hold |
16,069
| – | – | 1.45% | 26 |
|
|
2019
Q1 | $1.97M | Hold |
16,069
| – | – | 1.35% | 28 |
|
|
2018
Q4 | $1.78M | Sell |
16,069
-257
| -2% | -$28.4K | 1.37% | 30 |
|
|
2018
Q3 | $1.83M | Hold |
16,326
| – | – | 1.17% | 32 |
|
|
2018
Q2 | $1.78M | Sell |
16,326
-100
| -0.6% | -$10.9K | 1.26% | 28 |
|
|
2018
Q1 | $1.79M | Sell |
16,426
-1
| -0% | -$109 | 1.3% | 29 |
|
|
2017
Q4 | $1.97M | Hold |
16,427
| – | – | 1.48% | 24 |
|
|
2017
Q3 | $1.83M | Hold |
16,427
| – | – | 1.5% | 22 |
|
|
2017
Q2 | $1.9M | Hold |
16,427
| – | – | 1.6% | 19 |
|
|
2017
Q1 | $1.84M | Hold |
16,427
| – | – | 1.55% | 20 |
|
|
2016
Q4 | $1.72M | Sell |
16,427
-133
| -0.8% | -$13.9K | 1.54% | 23 |
|
|
2016
Q3 | $1.8M | Buy |
16,560
+50
| +0.3% | +$5.44K | 1.61% | 21 |
|
|
2016
Q2 | $1.75M | Sell |
16,510
-17,685
| -52% | -$1.87M | 1.6% | 23 |
|
|
2016
Q1 | $3.38M | Buy |
34,195
+16,910
| +98% | +$1.67M | 1.49% | 21 |
|
|
2015
Q4 | $1.73M | Sell |
17,285
-200
| -1% | -$20K | 1.57% | 21 |
|
|
2015
Q3 | $1.65M | Hold |
17,485
| – | – | 1.51% | 22 |
|
|
2015
Q2 | $1.63M | Hold |
17,485
| – | – | 1.42% | 24 |
|
|
2015
Q1 | $1.67M | Sell |
17,485
-150
| -0.9% | -$14.3K | 1.43% | 23 |
|
|
2014
Q4 | $1.67M | Buy |
+17,635
| New | +$1.67M | 1.49% | 24 |
|