APP
Avantax Planning Partners’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.37M | Buy |
55,787
+2,098
| +4% | +$277K | 0.23% | 72 |
|
|
2025
Q1 | $8.05M | Buy |
53,689
+5,397
| +11% | +$809K | 0.29% | 64 |
|
|
2024
Q4 | $7.34M | Sell |
48,292
-545
| -1% | -$82.9K | 0.26% | 63 |
|
|
2024
Q3 | $8.3M | Sell |
48,837
-14,681
| -23% | -$2.5M | 0.3% | 58 |
|
|
2024
Q2 | $10.5M | Buy |
63,518
+2,031
| +3% | +$335K | 0.34% | 51 |
|
|
2024
Q1 | $10.8M | Buy |
61,487
+26,528
| +76% | +$4.64M | 0.35% | 49 |
|
|
2023
Q4 | $5.94M | Sell |
34,959
-89
| -0.3% | -$15.1K | 0.23% | 55 |
|
|
2023
Q3 | $5.94M | Sell |
35,048
-1,495
| -4% | -$253K | 0.25% | 51 |
|
|
2023
Q2 | $6.77M | Sell |
36,543
-663
| -2% | -$123K | 0.27% | 46 |
|
|
2023
Q1 | $6.78M | Sell |
37,206
-3,124
| -8% | -$569K | 0.28% | 45 |
|
|
2022
Q4 | $7.29M | Buy |
40,330
+549
| +1% | +$99.2K | 0.29% | 42 |
|
|
2022
Q3 | $6.5M | Sell |
39,781
-4,051
| -9% | -$661K | 0.29% | 39 |
|
|
2022
Q2 | $7.31M | Buy |
43,832
+1,528
| +4% | +$255K | 0.31% | 38 |
|
|
2022
Q1 | $7.08M | Buy |
42,304
+74
| +0.2% | +$12.4K | 0.28% | 38 |
|
|
2021
Q4 | $7.34M | Buy |
42,230
+2,235
| +6% | +$388K | 0.3% | 31 |
|
|
2021
Q3 | $6.02M | Buy |
39,995
+1,658
| +4% | +$249K | 0.28% | 28 |
|
|
2021
Q2 | $5.68M | Buy |
38,337
+4,393
| +13% | +$651K | 0.27% | 30 |
|
|
2021
Q1 | $4.8M | Sell |
33,944
-6,556
| -16% | -$927K | 0.25% | 33 |
|
|
2020
Q4 | $6.01M | Sell |
40,500
-2,852
| -7% | -$423K | 0.31% | 25 |
|
|
2020
Q3 | $6.01M | Sell |
43,352
-848
| -2% | -$118K | 0.32% | 26 |
|
|
2020
Q2 | $5.85M | Buy |
44,200
+7,651
| +21% | +$1.01M | 0.33% | 24 |
|
|
2020
Q1 | $4.39M | Buy |
36,549
+10,257
| +39% | +$1.23M | 0.31% | 26 |
|
|
2019
Q4 | $3.59M | Buy |
26,292
+1,190
| +5% | +$163K | 0.21% | 41 |
|
|
2019
Q3 | $3.44M | Buy |
25,102
+411
| +2% | +$56.3K | 0.21% | 42 |
|
|
2019
Q2 | $3.27M | Sell |
24,691
-639
| -3% | -$84.7K | 0.21% | 42 |
|
|
2019
Q1 | $3.1M | Buy |
25,330
+3,503
| +16% | +$429K | 0.22% | 42 |
|
|
2018
Q4 | $2.41M | Buy |
21,827
+236
| +1% | +$26.1K | 0.18% | 54 |
|
|
2018
Q3 | $2.41M | Buy |
21,591
+593
| +3% | +$66.3K | 0.19% | 42 |
|
|
2018
Q2 | $2.29M | Buy |
20,998
+734
| +4% | +$79.9K | 0.2% | 43 |
|
|
2018
Q1 | $2.21M | Buy |
20,264
+1,177
| +6% | +$128K | 0.19% | 47 |
|
|
2017
Q4 | $2.29M | Sell |
19,087
-8,013
| -30% | -$961K | 0.21% | 47 |
|
|
2017
Q3 | $3.02M | Sell |
27,100
-1,870
| -6% | -$208K | 0.24% | 38 |
|
|
2017
Q2 | $3.35M | Buy |
28,970
+2,171
| +8% | +$251K | 0.28% | 35 |
|
|
2017
Q1 | $3M | Buy |
26,799
+805
| +3% | +$90.1K | 0.27% | 32 |
|
|
2016
Q4 | $2.72M | Buy |
+25,994
| New | +$2.72M | 0.29% | 33 |
|