Aries Wealth Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Sell |
15,302
-290
| -2% | -$38.3K | 0.53% | 47 |
|
|
2025
Q1 | $2.34M | Buy |
15,592
+894
| +6% | +$134K | 0.63% | 42 |
|
|
2024
Q4 | $2.23M | Buy |
14,698
+60
| +0.4% | +$9.12K | 0.62% | 42 |
|
|
2024
Q3 | $2.49M | Sell |
14,638
-1,577
| -10% | -$268K | 0.68% | 39 |
|
|
2024
Q2 | $2.67M | Buy |
16,215
+6
| +0% | +$990 | 0.84% | 33 |
|
|
2024
Q1 | $2.84M | Buy |
16,209
+185
| +1% | +$32.4K | 0.91% | 28 |
|
|
2023
Q4 | $2.72M | Sell |
16,024
-59
| -0.4% | -$10K | 0.97% | 26 |
|
|
2023
Q3 | $2.59M | Buy |
16,083
+370
| +2% | +$59.6K | 1.01% | 26 |
|
|
2023
Q2 | $2.91M | Sell |
15,713
-105
| -0.7% | -$19.4K | 1.13% | 23 |
|
|
2023
Q1 | $2.88M | Sell |
15,818
-319
| -2% | -$58.2K | 1.18% | 21 |
|
|
2022
Q4 | $2.92M | Buy |
16,137
+257
| +2% | +$46.4K | 1.26% | 18 |
|
|
2022
Q3 | $2.88M | Buy |
15,880
+148
| +0.9% | +$26.9K | 1.28% | 18 |
|
|
2022
Q2 | $2.62M | Buy |
+15,732
| New | +$2.62M | 1.19% | 24 |
|
|
2022
Q1 | – | Sell |
-16,249
| Closed | -$2.82M | – | 178 |
|
|
2021
Q4 | $2.82M | Buy |
16,249
+279
| +2% | +$48.5K | 1.08% | 25 |
|
|
2021
Q3 | $2.4M | Sell |
15,970
-57
| -0.4% | -$8.57K | 1.02% | 26 |
|
|
2021
Q2 | $2.38M | Buy |
16,027
+155
| +1% | +$23K | 1.02% | 26 |
|
|
2021
Q1 | $2.26M | Buy |
15,872
+822
| +5% | +$117K | 1.01% | 27 |
|
|
2020
Q4 | $2.17M | Hold |
15,050
| – | – | 1.08% | 24 |
|
|
2020
Q3 | $2.09M | Buy |
15,050
+115
| +0.8% | +$15.9K | 1.18% | 22 |
|
|
2020
Q2 | $1.98M | Buy |
14,935
+601
| +4% | +$79.5K | 1.21% | 22 |
|
|
2020
Q1 | $1.78M | Sell |
14,334
-170
| -1% | -$21.1K | 1.35% | 21 |
|
|
2019
Q4 | $1.98M | Sell |
14,504
-75
| -0.5% | -$10.2K | 1.21% | 21 |
|
|
2019
Q3 | $2.01M | Buy |
14,579
+60
| +0.4% | +$8.26K | 1.33% | 19 |
|
|
2019
Q2 | $1.93M | Sell |
14,519
-69
| -0.5% | -$9.18K | 1.35% | 18 |
|
|
2019
Q1 | $1.79M | Buy |
14,588
+1,714
| +13% | +$210K | 1.34% | 21 |
|
|
2018
Q4 | $1.42M | Sell |
12,874
-30
| -0.2% | -$3.31K | 1.51% | 18 |
|
|
2018
Q3 | $1.44M | Hold |
12,904
| – | – | 1.3% | 22 |
|
|
2018
Q2 | $1.48M | Sell |
12,904
-385
| -3% | -$44.3K | 1.37% | 20 |
|
|
2018
Q1 | $1.45M | Buy |
13,289
+175
| +1% | +$19.1K | 1.41% | 21 |
|
|
2017
Q4 | $1.58M | Buy |
+13,114
| New | +$1.58M | 1.45% | 20 |
|