BIA
Barry Investment Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Buy |
2,145
+6
| +0.3% | +$792 | 0.07% | 84 |
|
|
2025
Q1 | $321K | Buy |
2,139
+11
| +0.5% | +$1.65K | 0.09% | 82 |
|
|
2024
Q4 | $327K | Sell |
2,128
-149
| -7% | -$22.9K | 0.11% | 84 |
|
|
2024
Q3 | $387K | Sell |
2,277
-2
| -0.1% | -$340 | 0.12% | 77 |
|
|
2024
Q2 | $376K | Buy |
2,279
+11
| +0.5% | +$1.82K | 0.13% | 82 |
|
|
2024
Q1 | $400K | Buy |
2,268
+5
| +0.2% | +$882 | 0.13% | 80 |
|
|
2023
Q4 | $387K | Sell |
2,263
-180
| -7% | -$30.8K | 0.13% | 74 |
|
|
2023
Q3 | $414K | Buy |
2,443
+4
| +0.2% | +$678 | 0.15% | 70 |
|
|
2023
Q2 | $452K | Sell |
2,439
-123
| -5% | -$22.8K | 0.15% | 76 |
|
|
2023
Q1 | $467K | Buy |
2,562
+1,175
| +85% | +$214K | 0.15% | 72 |
|
|
2022
Q4 | $251K | Sell |
1,387
-38
| -3% | -$6.86K | 0.08% | 99 |
|
|
2022
Q3 | $233K | Sell |
1,425
-65
| -4% | -$10.6K | 0.08% | 104 |
|
|
2022
Q2 | $248K | Buy |
1,490
+37
| +3% | +$6.16K | 0.07% | 110 |
|
|
2022
Q1 | $243K | Buy |
1,453
+17
| +1% | +$2.84K | 0.06% | 114 |
|
|
2021
Q4 | $251K | Buy |
1,436
+9
| +0.6% | +$1.57K | 0.07% | 113 |
|
|
2021
Q3 | $215K | Sell |
1,427
-235
| -14% | -$35.4K | 0.06% | 113 |
|
|
2021
Q2 | $246K | Buy |
1,662
+3
| +0.2% | +$444 | 0.07% | 103 |
|
|
2021
Q1 | $235K | Buy |
1,659
+7
| +0.4% | +$992 | 0.06% | 100 |
|
|
2020
Q4 | $247K | Hold |
1,652
| – | – | 0.07% | 92 |
|
|
2020
Q3 | $229K | Buy |
+1,652
| New | +$229K | 0.08% | 78 |
|