Atwood & Palmer’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Sell |
13,586
-507
| -4% | -$66.9K | 0.11% | 70 |
|
|
2025
Q1 | $2.11M | Buy |
14,093
+331
| +2% | +$49.6K | 0.15% | 64 |
|
|
2024
Q4 | $2.09M | Buy |
13,762
+9
| +0.1% | +$1.37K | 0.14% | 63 |
|
|
2024
Q3 | $2.34M | Buy |
13,753
+160
| +1% | +$27.2K | 0.16% | 62 |
|
|
2024
Q2 | $2.24M | Hold |
13,593
| – | – | 0.17% | 61 |
|
|
2024
Q1 | $2.38M | Buy |
13,593
+66
| +0.5% | +$11.6K | 0.18% | 59 |
|
|
2023
Q4 | $2.3M | Buy |
13,527
+457
| +3% | +$77.6K | 0.19% | 60 |
|
|
2023
Q3 | $2.21M | Hold |
13,070
| – | – | 0.19% | 60 |
|
|
2023
Q2 | $2.42M | Buy |
13,070
+350
| +3% | +$64.8K | 0.22% | 66 |
|
|
2023
Q1 | $2.32M | Hold |
12,720
| – | – | 0.22% | 66 |
|
|
2022
Q4 | $2.3M | Hold |
12,720
| – | – | 0.21% | 70 |
|
|
2022
Q3 | $2.08M | Hold |
12,720
| – | – | 0.21% | 70 |
|
|
2022
Q2 | $2.12M | Sell |
12,720
-75
| -0.6% | -$12.5K | 0.21% | 63 |
|
|
2022
Q1 | $2.14M | Buy |
12,795
+75
| +0.6% | +$12.6K | 0.18% | 65 |
|
|
2021
Q4 | $2.21M | Buy |
12,720
+32
| +0.3% | +$5.56K | 0.19% | 65 |
|
|
2021
Q3 | $1.91M | Hold |
12,688
| – | – | 0.17% | 67 |
|
|
2021
Q2 | $1.88M | Sell |
12,688
-12
| -0.1% | -$1.78K | 0.17% | 68 |
|
|
2021
Q1 | $1.8M | Hold |
12,700
| – | – | 0.17% | 65 |
|
|
2020
Q4 | $1.88M | Buy |
12,700
+275
| +2% | +$40.8K | 0.2% | 64 |
|
|
2020
Q3 | $1.72M | Buy |
12,425
+12
| +0.1% | +$1.66K | 0.22% | 58 |
|
|
2020
Q2 | $1.64M | Hold |
12,413
| – | – | 0.22% | 57 |
|
|
2020
Q1 | $1.49M | Buy |
12,413
+263
| +2% | +$31.6K | 0.23% | 57 |
|
|
2019
Q4 | $1.66M | Hold |
12,150
| – | – | 0.21% | 57 |
|
|
2019
Q3 | $1.67M | Hold |
12,150
| – | – | 0.22% | 57 |
|
|
2019
Q2 | $1.59M | Hold |
12,150
| – | – | 0.22% | 61 |
|
|
2019
Q1 | $1.49M | Sell |
12,150
-420
| -3% | -$51.5K | 0.21% | 58 |
|
|
2018
Q4 | $1.39M | Buy |
12,570
+290
| +2% | +$32K | 0.22% | 58 |
|
|
2018
Q3 | $1.37M | Sell |
12,280
-66
| -0.5% | -$7.38K | 0.18% | 61 |
|
|
2018
Q2 | $1.34M | Sell |
12,346
-1,059
| -8% | -$115K | 0.18% | 59 |
|
|
2018
Q1 | $1.46M | Buy |
13,405
+625
| +5% | +$68.2K | 0.21% | 57 |
|
|
2017
Q4 | $1.53M | Hold |
12,780
| – | – | 0.22% | 58 |
|
|
2017
Q3 | $1.42M | Hold |
12,780
| – | – | 0.21% | 58 |
|
|
2017
Q2 | $1.48M | Buy |
12,780
+650
| +5% | +$75.1K | 0.23% | 57 |
|
|
2017
Q1 | $1.36M | Sell |
12,130
-81
| -0.7% | -$9.06K | 0.22% | 56 |
|
|
2016
Q4 | $1.28M | Hold |
12,211
| – | – | 0.23% | 54 |
|
|
2016
Q3 | $1.33M | Buy |
12,211
+81
| +0.7% | +$8.81K | 0.24% | 53 |
|
|
2016
Q2 | $1.29M | Hold |
12,130
| – | – | 0.23% | 57 |
|
|
2016
Q1 | $1.24M | Sell |
12,130
-100
| -0.8% | -$10.2K | 0.22% | 60 |
|
|
2015
Q4 | $1.22M | Hold |
12,230
| – | – | 0.23% | 63 |
|
|
2015
Q3 | $1.15M | Hold |
12,230
| – | – | 0.23% | 65 |
|
|
2015
Q2 | $1.14M | Hold |
12,230
| – | – | 0.21% | 68 |
|
|
2015
Q1 | $1.17M | Sell |
12,230
-285
| -2% | -$27.2K | 0.21% | 69 |
|
|
2014
Q4 | $1.18M | Buy |
12,515
+100
| +0.8% | +$9.46K | 0.22% | 62 |
|
|
2014
Q3 | $1.16M | Buy |
12,415
+11,915
| +2,383% | +$1.11M | 0.22% | 62 |
|
|
2014
Q2 | $45K | Sell |
500
-12,265
| -96% | -$1.1M | 0.01% | 194 |
|
|
2014
Q1 | $1.07M | Buy |
12,765
+500
| +4% | +$41.8K | 0.25% | 50 |
|
|
2013
Q4 | $1.02M | Buy |
12,265
+65
| +0.5% | +$5.39K | 0.25% | 47 |
|
|
2013
Q3 | $970K | Hold |
12,200
| – | – | 0.27% | 45 |
|
|
2013
Q2 | $998K | Buy |
+12,200
| New | +$998K | 0.27% | 44 |
|