ATFA
All Terrain Financial Advisors’s PepsiCo PEP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.49M | Buy |
18,891
+7
| +0% | +$924 | 0.72% | 22 |
|
2025
Q1 | $2.83M | Sell |
18,884
-584
| -3% | -$87.6K | 0.89% | 22 |
|
2024
Q4 | $2.96M | Buy |
19,468
+614
| +3% | +$93.4K | 0.97% | 21 |
|
2024
Q3 | $3.21M | Sell |
18,854
-347
| -2% | -$59K | 1.18% | 23 |
|
2024
Q2 | $3.17M | Buy |
19,201
+144
| +0.8% | +$23.8K | 1.26% | 20 |
|
2024
Q1 | $3.34M | Buy |
19,057
+16
| +0.1% | +$2.8K | 1.31% | 17 |
|
2023
Q4 | $3.23M | Buy |
19,041
+74
| +0.4% | +$12.6K | 1.22% | 17 |
|
2023
Q3 | $3.21M | Buy |
18,967
+150
| +0.8% | +$25.4K | 1.35% | 16 |
|
2023
Q2 | $3.49M | Buy |
18,817
+484
| +3% | +$89.6K | 1.32% | 15 |
|
2023
Q1 | $3.34M | Sell |
18,333
-1,432
| -7% | -$261K | 1.37% | 15 |
|
2022
Q4 | $3.57M | Buy |
19,765
+89
| +0.5% | +$16.1K | 1.57% | 11 |
|
2022
Q3 | $3.21M | Buy |
19,676
+180
| +0.9% | +$29.4K | 1.38% | 17 |
|
2022
Q2 | $3.25M | Sell |
19,496
-331
| -2% | -$55.2K | 1.38% | 19 |
|
2022
Q1 | $3.32M | Sell |
19,827
-605
| -3% | -$101K | 1.34% | 21 |
|
2021
Q4 | $3.55M | Sell |
20,432
-1,509
| -7% | -$262K | 1.45% | 19 |
|
2021
Q3 | $3.3M | Buy |
21,941
+53
| +0.2% | +$7.97K | 1.44% | 19 |
|
2021
Q2 | $3.24M | Buy |
21,888
+1,192
| +6% | +$177K | 1.48% | 20 |
|
2021
Q1 | $2.93M | Buy |
20,696
+111
| +0.5% | +$15.7K | 1.34% | 22 |
|
2020
Q4 | $3.05M | Buy |
20,585
+846
| +4% | +$125K | 1.19% | 18 |
|
2020
Q3 | $2.74M | Sell |
19,739
-151
| -0.8% | -$20.9K | 0.94% | 20 |
|
2020
Q2 | $2.63M | Sell |
19,890
-624
| -3% | -$82.5K | 1.08% | 20 |
|
2020
Q1 | $2.46M | Buy |
20,514
+18,866
| +1,145% | +$2.27M | 1% | 24 |
|
2019
Q4 | $225K | Buy |
1,648
+66
| +4% | +$9.01K | 0.07% | 106 |
|
2019
Q3 | $217K | Sell |
1,582
-250
| -14% | -$34.3K | 0.07% | 116 |
|
2019
Q2 | $240K | Buy |
1,832
+100
| +6% | +$13.1K | 0.08% | 107 |
|
2019
Q1 | $212K | Buy |
+1,732
| New | +$212K | 0.07% | 119 |
|
2018
Q3 | – | Sell |
-2,295
| Closed | -$250K | – | 158 |
|
2018
Q2 | $250K | Buy |
2,295
+50
| +2% | +$5.45K | 0.11% | 107 |
|
2018
Q1 | $245K | Sell |
2,245
-50
| -2% | -$5.46K | 0.11% | 108 |
|
2017
Q4 | $275K | Buy |
+2,295
| New | +$275K | 0.13% | 96 |
|