Baker Tilly Wealth Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Buy |
2,217
+9
| +0.4% | +$1.19K | 0.1% | 185 |
|
|
2025
Q1 | $331K | Buy |
2,208
+66
| +3% | +$9.9K | 0.13% | 169 |
|
|
2024
Q4 | $326K | Sell |
2,142
-339
| -14% | -$51.5K | 0.13% | 176 |
|
|
2024
Q3 | $422K | Sell |
2,481
-2,369
| -49% | -$403K | 0.19% | 131 |
|
|
2024
Q2 | $800K | Sell |
4,850
-11,276
| -70% | -$1.86M | 0.33% | 73 |
|
|
2024
Q1 | $2.82M | Buy |
16,126
+112
| +0.7% | +$19.6K | 0.51% | 42 |
|
|
2023
Q4 | $2.72M | Sell |
16,014
-1,314
| -8% | -$223K | 0.45% | 44 |
|
|
2023
Q3 | $2.94M | Sell |
17,328
-1,959
| -10% | -$332K | 0.48% | 41 |
|
|
2023
Q2 | $3.57M | Sell |
19,287
-477
| -2% | -$88.4K | 0.38% | 63 |
|
|
2023
Q1 | $3.6M | Sell |
19,764
-1,860
| -9% | -$339K | 0.41% | 57 |
|
|
2022
Q4 | $3.91M | Buy |
21,624
+973
| +5% | +$176K | 0.48% | 52 |
|
|
2022
Q3 | $3.37M | Sell |
20,651
-1,747
| -8% | -$285K | 0.46% | 50 |
|
|
2022
Q2 | $3.73M | Buy |
22,398
+1,014
| +5% | +$169K | 0.49% | 47 |
|
|
2022
Q1 | $3.58M | Sell |
21,384
-967
| -4% | -$162K | 0.4% | 57 |
|
|
2021
Q4 | $3.88M | Buy |
22,351
+1,982
| +10% | +$344K | 0.42% | 45 |
|
|
2021
Q3 | $3.06M | Buy |
20,369
+4,778
| +31% | +$719K | 0.4% | 48 |
|
|
2021
Q2 | $2.31M | Buy |
15,591
+880
| +6% | +$130K | 0.37% | 54 |
|
|
2021
Q1 | $2.08M | Buy |
14,711
+2,103
| +17% | +$297K | 0.43% | 54 |
|
|
2020
Q4 | $1.87M | Buy |
+12,608
| New | +$1.87M | 0.58% | 45 |
|