Baron Silver Stevens Financial 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 | $498K | Buy |
3,773
+413
| +12% | +$54.5K | 0.08% | 79 |
|
|
2025
Q1 | $504K | Sell |
3,360
-136
| -4% | -$20.4K | 0.09% | 71 |
|
|
2024
Q4 | $532K | Hold |
3,496
| – | – | 0.09% | 71 |
|
|
2024
Q3 | $595K | Hold |
3,496
| – | – | 0.1% | 65 |
|
|
2024
Q2 | $577K | Sell |
3,496
-187
| -5% | -$30.8K | 0.11% | 65 |
|
|
2024
Q1 | $645K | Buy |
3,683
+349
| +10% | +$61.1K | 0.12% | 64 |
|
|
2023
Q4 | $566K | Sell |
3,334
-149
| -4% | -$25.3K | 0.12% | 62 |
|
|
2023
Q3 | $590K | Buy |
3,483
+20
| +0.6% | +$3.39K | 0.13% | 55 |
|
|
2023
Q2 | $641K | Sell |
3,463
-195
| -5% | -$36.1K | 0.14% | 53 |
|
|
2023
Q1 | $667K | Buy |
3,658
+173
| +5% | +$31.5K | 0.17% | 49 |
|
|
2022
Q4 | $630K | Hold |
3,485
| – | – | 0.15% | 47 |
|
|
2022
Q3 | $643 | Sell |
3,485
-929
| -21% | -$171 | 0.18% | 44 |
|
|
2022
Q2 | $735K | Buy |
4,414
+1,262
| +40% | +$210K | 0.19% | 42 |
|
|
2022
Q1 | $527K | Buy |
3,152
+535
| +20% | +$89.5K | 0.12% | 50 |
|
|
2021
Q4 | $454K | Buy |
2,617
+80
| +3% | +$13.9K | 0.11% | 54 |
|
|
2021
Q3 | $381K | Sell |
2,537
-973
| -28% | -$146K | 0.1% | 54 |
|
|
2021
Q2 | $520K | Buy |
3,510
+1,047
| +43% | +$155K | 0.14% | 47 |
|
|
2021
Q1 | $348K | Hold |
2,463
| – | – | 0.19% | 33 |
|
|
2020
Q4 | $365K | Buy |
+2,463
| New | +$365K | 0.12% | 48 |
|