Allen Mooney & Barnes 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 | $6.62M | Buy |
50,152
+1,853
| +4% | +$245K | 1.09% | 34 |
|
|
2025
Q1 | $7.24M | Buy |
48,299
+2,786
| +6% | +$418K | 1.18% | 34 |
|
|
2024
Q4 | $6.92M | Buy |
45,513
+1,132
| +3% | +$172K | 1.17% | 31 |
|
|
2024
Q3 | $7.55M | Sell |
44,381
-1,415
| -3% | -$241K | 1.28% | 30 |
|
|
2024
Q2 | $7.55M | Buy |
45,796
+648
| +1% | +$107K | 1.35% | 29 |
|
|
2024
Q1 | $7.6M | Buy |
45,148
+469
| +1% | +$79K | 1.46% | 28 |
|
|
2023
Q4 | $7.59M | Buy |
44,679
+383
| +0.9% | +$65K | 1.44% | 28 |
|
|
2023
Q3 | $7.51M | Buy |
44,296
+3,246
| +8% | +$550K | 1.6% | 27 |
|
|
2023
Q2 | $7.6M | Buy |
41,050
+577
| +1% | +$107K | 1.68% | 26 |
|
|
2023
Q1 | $7.38M | Buy |
40,473
+2,459
| +6% | +$448K | 1.77% | 26 |
|
|
2022
Q4 | $6.87M | Buy |
38,014
+1,679
| +5% | +$303K | 1.65% | 28 |
|
|
2022
Q3 | $5.93M | Buy |
36,335
+1,093
| +3% | +$178K | 1.59% | 27 |
|
|
2022
Q2 | $5.87M | Buy |
35,242
+3,277
| +10% | +$546K | 1.5% | 27 |
|
|
2022
Q1 | $5.35M | Buy |
+31,965
| New | +$5.35M | 1.19% | 34 |
|