Arkadios Wealth 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 | $3.05M | Buy |
23,127
+847
| +4% | +$112K | 0.09% | 243 |
|
|
2025
Q1 | $3.34M | Buy |
22,280
+8,893
| +66% | +$1.33M | 0.13% | 188 |
|
|
2024
Q4 | $2.04M | Sell |
13,387
-1,978
| -13% | -$301K | 0.11% | 183 |
|
|
2024
Q3 | $2.61M | Buy |
15,365
+2,133
| +16% | +$363K | 0.15% | 144 |
|
|
2024
Q2 | $2.18M | Buy |
13,232
+5,739
| +77% | +$947K | 0.15% | 151 |
|
|
2024
Q1 | $1.31M | Sell |
7,493
-116
| -2% | -$20.3K | 0.1% | 189 |
|
|
2023
Q4 | $1.29M | Buy |
7,609
+218
| +3% | +$37K | 0.11% | 185 |
|
|
2023
Q3 | $1.25M | Buy |
7,391
+1,965
| +36% | +$333K | 0.12% | 179 |
|
|
2023
Q2 | $1M | Buy |
5,426
+308
| +6% | +$57K | 0.12% | 184 |
|
|
2023
Q1 | $933K | Buy |
5,118
+198
| +4% | +$36.1K | 0.11% | 195 |
|
|
2022
Q4 | $889K | Sell |
4,920
-40
| -0.8% | -$7.23K | 0.12% | 187 |
|
|
2022
Q3 | $810K | Buy |
4,960
+566
| +13% | +$92.4K | 0.12% | 188 |
|
|
2022
Q2 | $732K | Buy |
4,394
+645
| +17% | +$107K | 0.11% | 216 |
|
|
2022
Q1 | $627K | Buy |
3,749
+301
| +9% | +$50.3K | 0.08% | 260 |
|
|
2021
Q4 | $599K | Buy |
3,448
+212
| +7% | +$36.8K | 0.08% | 283 |
|
|
2021
Q3 | $486K | Sell |
3,236
-4,711
| -59% | -$708K | 0.07% | 296 |
|
|
2021
Q2 | $1.18M | Buy |
7,947
+479
| +6% | +$70.9K | 0.14% | 175 |
|
|
2021
Q1 | $1.06M | Buy |
7,468
+191
| +3% | +$27K | 0.17% | 147 |
|
|
2020
Q4 | $1.08M | Buy |
7,277
+3,586
| +97% | +$532K | 0.23% | 112 |
|
|
2020
Q3 | $523K | Sell |
3,691
-508
| -12% | -$72K | 0.26% | 86 |
|
|
2020
Q2 | $569K | Buy |
4,199
+35
| +0.8% | +$4.74K | 0.32% | 67 |
|
|
2020
Q1 | $500K | Sell |
4,164
-401
| -9% | -$48.2K | 0.32% | 75 |
|
|
2019
Q4 | $669K | Buy |
+4,565
| New | +$669K | 0.4% | 58 |
|