Altus Wealth Group’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $935K | Buy |
7,078
+79
| +1% | +$10.4K | 0.41% | 49 |
|
|
2025
Q1 | $1.05M | Buy |
6,999
+691
| +11% | +$104K | 0.49% | 42 |
|
|
2024
Q4 | $959K | Sell |
6,308
-279
| -4% | -$42.4K | 0.42% | 51 |
|
|
2024
Q3 | $1.12M | Buy |
6,587
+535
| +9% | +$91K | 0.48% | 48 |
|
|
2024
Q2 | $998K | Sell |
6,052
-26
| -0.4% | -$4.29K | 0.5% | 49 |
|
|
2024
Q1 | $1.06M | Buy |
6,078
+159
| +3% | +$27.8K | 0.53% | 49 |
|
|
2023
Q4 | $1.01M | Buy |
5,919
+145
| +3% | +$24.6K | 0.56% | 42 |
|
|
2023
Q3 | $978K | Sell |
5,774
-95
| -2% | -$16.1K | 0.62% | 38 |
|
|
2023
Q2 | $1.09M | Buy |
5,869
+101
| +2% | +$18.7K | 0.67% | 35 |
|
|
2023
Q1 | $1.05M | Sell |
5,768
-72
| -1% | -$13.1K | 0.71% | 31 |
|
|
2022
Q4 | $1.06M | Sell |
5,840
-402
| -6% | -$72.6K | 0.8% | 24 |
|
|
2022
Q3 | $939K | Hold |
6,242
| – | – | 0.93% | 27 |
|
|
2022
Q2 | $939K | Buy |
6,242
+5
| +0.1% | +$752 | 0.93% | 27 |
|
|
2022
Q1 | $1.04M | Sell |
6,237
-61
| -1% | -$10.2K | 0.86% | 25 |
|
|
2021
Q4 | $1.09M | Buy |
6,298
+56
| +0.9% | +$9.73K | 0.9% | 24 |
|
|
2021
Q3 | $939K | Buy |
6,242
+260
| +4% | +$39.1K | 0.93% | 27 |
|
|
2021
Q2 | $886K | Buy |
5,982
+45
| +0.8% | +$6.67K | 0.87% | 27 |
|
|
2021
Q1 | $855K | Buy |
5,937
+490
| +9% | +$70.6K | 0.85% | 29 |
|
|
2020
Q4 | $808K | Buy |
+5,447
| New | +$808K | 0.77% | 25 |
|