Atria Wealth Solutions’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.36M | Sell |
40,413
-32,282
| -44% | -$4.28M | 0.12% | 202 |
|
|
2025
Q1 | $10.9M | Sell |
72,695
-20,104
| -22% | -$3.01M | 0.13% | 168 |
|
|
2024
Q4 | $14.2M | Sell |
92,799
-19,553
| -17% | -$2.99M | 0.16% | 140 |
|
|
2024
Q3 | $19.1M | Sell |
112,352
-47,975
| -30% | -$8.16M | 0.21% | 102 |
|
|
2024
Q2 | $26.4M | Sell |
160,327
-2,957
| -2% | -$488K | 0.29% | 63 |
|
|
2024
Q1 | $28.7M | Buy |
163,284
+7,228
| +5% | +$1.27M | 0.32% | 55 |
|
|
2023
Q4 | $26.7M | Buy |
156,056
+16,156
| +12% | +$2.76M | 0.33% | 51 |
|
|
2023
Q3 | $23.7M | Buy |
139,900
+5,888
| +4% | +$998K | 0.33% | 58 |
|
|
2023
Q2 | $24.8M | Buy |
134,012
+5,175
| +4% | +$959K | 0.34% | 54 |
|
|
2023
Q1 | $23.5M | Sell |
128,837
-6,248
| -5% | -$1.14M | 0.35% | 60 |
|
|
2022
Q4 | $24.5M | Sell |
135,085
-1,328
| -1% | -$241K | 0.39% | 46 |
|
|
2022
Q3 | $22.3M | Buy |
136,413
+86,996
| +176% | +$14.2M | 0.39% | 47 |
|
|
2022
Q2 | $8.24M | Sell |
49,417
-93,285
| -65% | -$15.5M | 0.15% | 131 |
|
|
2022
Q1 | $23.9M | Buy |
+142,702
| New | +$23.9M | 0.4% | 44 |
|