B.O.S.S. Retirement Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Sell |
2,140
-332
| -13% | -$43.8K | 0.07% | 154 |
|
|
2025
Q1 | $371K | Sell |
2,472
-433
| -15% | -$64.9K | 0.11% | 123 |
|
|
2024
Q4 | $442K | Sell |
2,905
-24,846
| -90% | -$3.78M | 0.12% | 114 |
|
|
2024
Q3 | $4.72M | Buy |
27,751
+1,725
| +7% | +$293K | 0.95% | 35 |
|
|
2024
Q2 | $4.29M | Buy |
26,026
+7,109
| +38% | +$1.17M | 1.1% | 22 |
|
|
2024
Q1 | $3.21M | Sell |
18,917
-2,890
| -13% | -$491K | 1.23% | 20 |
|
|
2023
Q4 | $3.7M | Buy |
21,807
+2,171
| +11% | +$369K | 0.72% | 33 |
|
|
2023
Q3 | $3.33M | Buy |
19,636
+2,237
| +13% | +$379K | 0.72% | 31 |
|
|
2023
Q2 | $3.22M | Buy |
17,399
+1,455
| +9% | +$270K | 0.69% | 32 |
|
|
2023
Q1 | $2.91M | Buy |
15,944
+1,200
| +8% | +$219K | 0.68% | 36 |
|
|
2022
Q4 | $2.66M | Buy |
+14,744
| New | +$2.66M | 0.68% | 39 |
|