B. Riley Wealth 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 | $2.02M | Buy |
+15,282
| New | +$2.02M | 0.09% | 201 |
|
|
2024
Q4 | $6.13M | Sell |
39,983
-28,829
| -42% | -$4.42M | 0.2% | 114 |
|
|
2024
Q3 | $11.7M | Sell |
68,812
-5,800
| -8% | -$982K | 0.32% | 63 |
|
|
2024
Q2 | $12.3M | Buy |
74,612
+6,504
| +10% | +$1.07M | 0.31% | 60 |
|
|
2024
Q1 | $11.5M | Sell |
68,108
-5,386
| -7% | -$913K | 0.31% | 68 |
|
|
2023
Q4 | $12.6M | Buy |
73,494
+5,386
| +8% | +$921K | 0.34% | 54 |
|
|
2023
Q3 | $11.5M | Sell |
68,108
-12,810
| -16% | -$2.17M | 0.31% | 68 |
|
|
2023
Q2 | $15M | Buy |
80,918
+7,601
| +10% | +$1.41M | 0.34% | 63 |
|
|
2023
Q1 | $13.4M | Sell |
73,317
-27,164
| -27% | -$4.95M | 0.36% | 57 |
|
|
2022
Q4 | $18.2M | Buy |
100,481
+185
| +0.2% | +$33.6K | 0.51% | 39 |
|
|
2022
Q3 | $16.4M | Buy |
100,296
+27,734
| +38% | +$4.53M | 0.49% | 41 |
|
|
2022
Q2 | $12.1M | Buy |
72,562
+859
| +1% | +$143K | 0.51% | 36 |
|
|
2022
Q1 | $12M | Sell |
71,703
-4,190
| -6% | -$701K | 0.39% | 49 |
|
|
2021
Q4 | $13.2M | Buy |
75,893
+6,040
| +9% | +$1.05M | 0.38% | 52 |
|
|
2021
Q3 | $10.5M | Buy |
69,853
+2,385
| +4% | +$358K | 0.33% | 61 |
|
|
2021
Q2 | $9.88M | Buy |
67,468
+907
| +1% | +$133K | 0.32% | 65 |
|
|
2021
Q1 | $9.54M | Buy |
66,561
+10,505
| +19% | +$1.51M | 0.34% | 60 |
|
|
2020
Q4 | $8.31M | Sell |
56,056
-8,402
| -13% | -$1.25M | 0.44% | 47 |
|
|
2020
Q3 | $8.8M | Buy |
64,458
+6,054
| +10% | +$826K | 0.47% | 48 |
|
|
2020
Q2 | $7.73M | Buy |
58,404
+1,229
| +2% | +$163K | 0.52% | 41 |
|
|
2020
Q1 | $6.87M | Buy |
57,175
+28,861
| +102% | +$3.47M | 0.59% | 33 |
|
|
2019
Q4 | $3.87M | Buy |
28,314
+5,167
| +22% | +$706K | 0.33% | 70 |
|
|
2019
Q3 | $3.18M | Buy |
23,147
+1,724
| +8% | +$236K | 0.31% | 68 |
|
|
2019
Q2 | $2.81M | Buy |
21,423
+1,546
| +8% | +$203K | 0.31% | 68 |
|
|
2019
Q1 | $2.44M | Buy |
19,877
+3,742
| +23% | +$459K | 0.3% | 76 |
|
|
2018
Q4 | $1.78M | Buy |
16,135
+674
| +4% | +$74.5K | 0.25% | 87 |
|
|
2018
Q3 | $1.73M | Sell |
15,461
-1,207
| -7% | -$135K | 0.21% | 110 |
|
|
2018
Q2 | $1.82M | Sell |
16,668
-1,599
| -9% | -$174K | 0.24% | 100 |
|
|
2018
Q1 | $2M | Buy |
18,267
+1,562
| +9% | +$171K | 0.28% | 85 |
|
|
2017
Q4 | $2.01M | Buy |
16,705
+1,722
| +11% | +$207K | 0.27% | 100 |
|
|
2017
Q3 | $1.67M | Buy |
14,983
+658
| +5% | +$73.4K | 0.28% | 96 |
|
|
2017
Q2 | $1.66M | Buy |
14,325
+441
| +3% | +$51K | 0.3% | 96 |
|
|
2017
Q1 | $1.56M | Sell |
13,884
-45
| -0.3% | -$5.04K | 0.31% | 87 |
|
|
2016
Q4 | $1.46M | Sell |
13,929
-761
| -5% | -$79.8K | 0.3% | 91 |
|
|
2016
Q3 | $1.6M | Sell |
14,690
-319
| -2% | -$34.8K | 0.31% | 76 |
|
|
2016
Q2 | $1.59M | Buy |
15,009
+1,226
| +9% | +$130K | 0.32% | 67 |
|
|
2016
Q1 | $1.41M | Sell |
13,783
-1,034
| -7% | -$106K | 0.33% | 72 |
|
|
2015
Q4 | $1.48M | Buy |
14,817
+1,125
| +8% | +$112K | 0.3% | 85 |
|
|
2015
Q3 | $1.29M | Buy |
13,692
+1,325
| +11% | +$125K | 0.31% | 80 |
|
|
2015
Q2 | $1.16M | Buy |
12,367
+2,901
| +31% | +$271K | 0.29% | 86 |
|
|
2015
Q1 | $905K | Sell |
9,466
-6,271
| -40% | -$600K | 0.22% | 121 |
|
|
2014
Q4 | $11.5K | Buy |
15,737
+8,692
| +123% | +$6.33K | 0.24% | 76 |
|
|
2014
Q3 | $656K | Sell |
7,045
-7,809
| -53% | -$727K | 0.17% | 161 |
|
|
2014
Q2 | $1.11M | Buy |
14,854
+12,675
| +582% | +$948K | 0.26% | 72 |
|
|
2014
Q1 | $182K | Sell |
2,179
-1,789
| -45% | -$149K | 0.06% | 421 |
|
|
2013
Q4 | $329K | Buy |
3,968
+211
| +6% | +$17.5K | 0.11% | 220 |
|
|
2013
Q3 | $299K | Sell |
3,757
-278
| -7% | -$22.1K | 0.1% | 221 |
|
|
2013
Q2 | $330K | Buy |
+4,035
| New | +$330K | 0.11% | 208 |
|