ARS Wealth Advisors 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 | $13.8M | Buy |
104,286
+3,681
| +4% | +$486K | 1.59% | 22 |
|
|
2025
Q1 | $15.1M | Sell |
100,605
-722
| -0.7% | -$108K | 2.13% | 19 |
|
|
2024
Q4 | $15.4M | Sell |
101,327
-824
| -0.8% | -$125K | 2.12% | 19 |
|
|
2024
Q3 | $17.4M | Buy |
102,151
+1,870
| +2% | +$318K | 2.13% | 18 |
|
|
2024
Q2 | $16.5M | Buy |
100,281
+1,333
| +1% | +$220K | 2.15% | 17 |
|
|
2024
Q1 | $17.3M | Buy |
98,948
+3,494
| +4% | +$611K | 2.34% | 15 |
|
|
2023
Q4 | $16.2M | Buy |
95,454
+6,365
| +7% | +$1.08M | 2.4% | 12 |
|
|
2023
Q3 | $15.1M | Buy |
89,089
+2,953
| +3% | +$500K | 2.47% | 12 |
|
|
2023
Q2 | $16M | Sell |
86,136
-2,039
| -2% | -$378K | 2.53% | 9 |
|
|
2023
Q1 | $16.1M | Sell |
88,175
-303
| -0.3% | -$55.2K | 2.96% | 9 |
|
|
2022
Q4 | $16M | Sell |
88,478
-48
| -0.1% | -$8.67K | 2.63% | 7 |
|
|
2022
Q3 | $14.5M | Buy |
88,526
+2,993
| +3% | +$489K | 2.21% | 11 |
|
|
2022
Q2 | $14.3M | Buy |
85,533
+49,329
| +136% | +$8.22M | 1.96% | 13 |
|
|
2022
Q1 | $6.06M | Buy |
36,204
+1,048
| +3% | +$175K | 1.06% | 27 |
|
|
2021
Q4 | $6.11M | Buy |
35,156
+2,378
| +7% | +$413K | 1.03% | 28 |
|
|
2021
Q3 | $4.93M | Buy |
+32,778
| New | +$4.93M | 0.9% | 30 |
|