Atticus 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 | $111K | Buy |
839
+13
| +2% | +$1.72K | 0.03% | 234 |
|
|
2025
Q1 | $124K | Sell |
826
-87
| -10% | -$13K | 0.04% | 145 |
|
|
2024
Q4 | $139K | Sell |
913
-305
| -25% | -$46.4K | 0.04% | 140 |
|
|
2024
Q3 | $207K | Sell |
1,218
-153
| -11% | -$26K | 0.07% | 115 |
|
|
2024
Q2 | $226K | Sell |
1,371
-474
| -26% | -$78.2K | 0.07% | 107 |
|
|
2024
Q1 | $323K | Sell |
1,845
-793
| -30% | -$139K | 0.11% | 91 |
|
|
2023
Q4 | $448K | Sell |
2,638
-361
| -12% | -$61.3K | 0.16% | 76 |
|
|
2023
Q3 | $508K | Sell |
2,999
-203
| -6% | -$34.4K | 0.19% | 70 |
|
|
2023
Q2 | $593K | Buy |
3,202
+24
| +0.8% | +$4.45K | 0.22% | 63 |
|
|
2023
Q1 | $579K | Buy |
3,178
+343
| +12% | +$62.5K | 0.22% | 68 |
|
|
2022
Q4 | $512K | Sell |
2,835
-252
| -8% | -$45.5K | 0.21% | 74 |
|
|
2022
Q3 | $514K | Hold |
3,087
| – | – | 0.25% | 60 |
|
|
2022
Q2 | $514K | Buy |
3,087
+1,217
| +65% | +$203K | 0.21% | 72 |
|
|
2022
Q1 | $313K | Sell |
1,870
-40
| -2% | -$6.7K | 0.11% | 109 |
|
|
2021
Q4 | $332K | Sell |
1,910
-480
| -20% | -$83.4K | 0.13% | 98 |
|
|
2021
Q3 | $359K | Buy |
2,390
+81
| +4% | +$12.2K | 0.16% | 76 |
|
|
2021
Q2 | $342K | Sell |
2,309
-2
| -0.1% | -$296 | 0.15% | 87 |
|
|
2021
Q1 | $327K | Sell |
2,311
-322
| -12% | -$45.6K | 0.16% | 82 |
|
|
2020
Q4 | $390K | Buy |
2,633
+213
| +9% | +$31.6K | 0.2% | 66 |
|
|
2020
Q3 | $335K | Buy |
2,420
+2
| +0.1% | +$277 | 0.2% | 66 |
|
|
2020
Q2 | $320K | Buy |
2,418
+1
| +0% | +$132 | 0.21% | 69 |
|
|
2020
Q1 | $290K | Sell |
2,417
-275
| -10% | -$33K | 0.23% | 63 |
|
|
2019
Q4 | $368K | Buy |
+2,692
| New | +$368K | 0.23% | 59 |
|