Aveo Capital Partners’s PepsiCo PEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,223
Closed -$425K 108
2025
Q1
$425K Sell
3,223
-2,647
-45% -$349K 0.07% 126
2024
Q4
$893K Buy
5,870
+405
+7% +$61.6K 0.1% 142
2024
Q3
$929K Buy
5,465
+9
+0.2% +$1.53K 0.1% 144
2024
Q2
$900K Sell
5,456
-559
-9% -$92.2K 0.1% 142
2024
Q1
$1.06M Buy
6,015
+535
+10% +$94.2K 0.12% 138
2023
Q4
$931K Buy
5,480
+229
+4% +$38.9K 0.11% 136
2023
Q3
$890K Sell
5,251
-45
-0.8% -$7.63K 0.12% 132
2023
Q2
$981K Buy
5,296
+249
+5% +$46.1K 0.12% 131
2023
Q1
$920K Buy
5,047
+1,021
+25% +$186K 0.12% 124
2022
Q4
$727K Buy
4,026
+419
+12% +$75.7K 0.11% 144
2022
Q3
$589K Sell
3,607
-54
-1% -$8.82K 0.1% 144
2022
Q2
$610K Buy
3,661
+29
+0.8% +$4.83K 0.1% 154
2022
Q1
$608K Sell
3,632
-843
-19% -$141K 0.11% 158
2021
Q4
$777K Buy
4,475
+70
+2% +$12.2K 0.14% 132
2021
Q3
$663K Buy
4,405
+143
+3% +$21.5K 0.14% 137
2021
Q2
$632K Buy
4,262
+117
+3% +$17.4K 0.14% 137
2021
Q1
$586K Buy
4,145
+1,262
+44% +$178K 0.15% 127
2020
Q4
$427K Buy
2,883
+15
+0.5% +$2.22K 0.66% 43
2020
Q3
$398K Buy
2,868
+897
+46% +$124K 0.14% 131
2020
Q2
$261K Sell
1,971
-717
-27% -$94.9K 0.53% 44
2020
Q1
$323K Sell
2,688
-4
-0.1% -$481 0.16% 112
2019
Q4
$368K Sell
2,692
-321
-11% -$43.9K 0.15% 122
2019
Q3
$407K Buy
3,013
+34
+1% +$4.59K 0.17% 108
2019
Q2
$385K Hold
2,979
0.17% 110
2019
Q1
$365K Buy
2,979
+52
+2% +$6.37K 0.17% 99
2018
Q4
$323K Buy
2,927
+4
+0.1% +$441 0.16% 87
2018
Q3
$320K Sell
2,923
-1,235
-30% -$135K 0.14% 91
2018
Q2
$453K Sell
4,158
-54
-1% -$5.88K 0.2% 78
2018
Q1
$460K Sell
4,212
-416
-9% -$45.4K 0.19% 73
2017
Q4
$555K Buy
4,628
+1,549
+50% +$186K 0.18% 63
2017
Q3
$343K Hold
3,079
0.12% 83
2017
Q2
$356K Sell
3,079
-17
-0.5% -$1.97K 0.13% 81
2017
Q1
$346K Sell
3,096
-2,151
-41% -$240K 0.13% 79
2016
Q4
$549K Buy
+5,247
New +$549K 0.16% 93