Annis Gardner Whiting Capital 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 | $634K | Buy |
4,800
+66
| +1% | +$8.72K | 0.22% | 97 |
|
|
2025
Q1 | $710K | Sell |
4,734
-324
| -6% | -$48.6K | 0.3% | 74 |
|
|
2024
Q4 | $775K | Buy |
5,058
+142
| +3% | +$21.8K | 0.22% | 87 |
|
|
2024
Q3 | $836K | Sell |
4,916
-45
| -0.9% | -$7.65K | 0.24% | 84 |
|
|
2024
Q2 | $818K | Sell |
4,961
-277
| -5% | -$45.7K | 0.23% | 86 |
|
|
2024
Q1 | $923K | Buy |
5,238
+179
| +4% | +$31.5K | 0.33% | 57 |
|
|
2023
Q4 | $865K | Buy |
5,059
+432
| +9% | +$73.9K | 0.38% | 47 |
|
|
2023
Q3 | $784K | Buy |
+4,627
| New | +$784K | 0.42% | 39 |
|