Avantax Advisory Services’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.6M | Buy |
185,961
+4,627
| +3% | +$611K | 0.13% | 115 |
|
|
2025
Q1 | $27.2M | Buy |
181,334
+42,854
| +31% | +$6.43M | 0.17% | 96 |
|
|
2024
Q4 | $21.1M | Sell |
138,480
-6,107
| -4% | -$929K | 0.13% | 115 |
|
|
2024
Q3 | $24.6M | Buy |
144,587
+5,981
| +4% | +$1.02M | 0.16% | 94 |
|
|
2024
Q2 | $22.9M | Buy |
138,606
+17,485
| +14% | +$2.88M | 0.16% | 99 |
|
|
2024
Q1 | $21.2M | Buy |
121,121
+3,322
| +3% | +$581K | 0.19% | 88 |
|
|
2023
Q4 | $20M | Buy |
117,799
+4,594
| +4% | +$780K | 0.2% | 84 |
|
|
2023
Q3 | $19.2M | Buy |
113,205
+6,289
| +6% | +$1.07M | 0.21% | 74 |
|
|
2023
Q2 | $19.8M | Buy |
106,916
+465
| +0.4% | +$86.1K | 0.23% | 76 |
|
|
2023
Q1 | $19.4M | Buy |
106,451
+4,301
| +4% | +$784K | 0.24% | 68 |
|
|
2022
Q4 | $18.5M | Buy |
102,150
+4,434
| +5% | +$801K | 0.25% | 60 |
|
|
2022
Q3 | $16M | Buy |
97,716
+9,765
| +11% | +$1.59M | 0.24% | 62 |
|
|
2022
Q2 | $14.7M | Buy |
87,951
+10,825
| +14% | +$1.8M | 0.22% | 72 |
|
|
2022
Q1 | $12.9M | Buy |
77,126
+16,308
| +27% | +$2.74M | 0.18% | 87 |
|
|
2021
Q4 | $10.6M | Buy |
60,818
+4,349
| +8% | +$756K | 0.16% | 102 |
|
|
2021
Q3 | $8.51M | Buy |
56,469
+1,690
| +3% | +$255K | 0.14% | 111 |
|
|
2021
Q2 | $8.12M | Buy |
54,779
+6,921
| +14% | +$1.03M | 0.15% | 110 |
|
|
2021
Q1 | $6.77M | Buy |
47,858
+1,454
| +3% | +$206K | 0.15% | 114 |
|
|
2020
Q4 | $6.87M | Sell |
46,404
-43,726
| -49% | -$6.48M | 0.16% | 101 |
|
|
2020
Q3 | $12.5M | Buy |
90,130
+55,767
| +162% | +$7.73M | 0.2% | 90 |
|
|
2020
Q2 | $4.55M | Buy |
34,363
+2,510
| +8% | +$332K | 0.13% | 122 |
|
|
2020
Q1 | $3.82M | Buy |
31,853
+147
| +0.5% | +$17.6K | 0.11% | 126 |
|
|
2019
Q4 | $4.34M | Buy |
31,706
+13,090
| +70% | +$1.79M | 0.1% | 127 |
|
|
2019
Q3 | $2.55M | Buy |
18,616
+1,307
| +8% | +$179K | 0.1% | 102 |
|
|
2019
Q2 | $2.27M | Buy |
17,309
+2,032
| +13% | +$266K | 0.1% | 103 |
|
|
2019
Q1 | $1.87M | Buy |
15,277
+2,272
| +17% | +$278K | 0.1% | 109 |
|
|
2018
Q4 | $1.45M | Buy |
+13,005
| New | +$1.45M | 0.24% | 102 |
|