Bell Investment 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 | $89.9K | Buy |
681
+392
| +136% | +$51.8K | 0.02% | 172 |
|
|
2025
Q1 | $43.3K | Sell |
289
-6
| -2% | -$900 | 0.01% | 242 |
|
|
2024
Q4 | $44.9K | Sell |
295
-75
| -20% | -$11.4K | 0.01% | 236 |
|
|
2024
Q3 | $62.9K | Buy |
370
+36
| +11% | +$6.12K | 0.01% | 194 |
|
|
2024
Q2 | $55.1K | Sell |
334
-3
| -0.9% | -$495 | 0.01% | 205 |
|
|
2024
Q1 | $59K | Sell |
337
-387
| -53% | -$67.7K | 0.01% | 187 |
|
|
2023
Q4 | $123K | Sell |
724
-101
| -12% | -$17.2K | 0.03% | 120 |
|
|
2023
Q3 | $140K | Buy |
825
+285
| +53% | +$48.3K | 0.03% | 103 |
|
|
2023
Q2 | $100K | Buy |
540
+55
| +11% | +$10.2K | 0.02% | 111 |
|
|
2023
Q1 | $88.4K | Sell |
485
-81
| -14% | -$14.8K | 0.02% | 110 |
|
|
2022
Q4 | $102K | Buy |
566
+109
| +24% | +$19.7K | 0.03% | 105 |
|
|
2022
Q3 | $75K | Buy |
457
+33
| +8% | +$5.42K | 0.02% | 94 |
|
|
2022
Q2 | $71K | Buy |
+424
| New | +$71K | 0.02% | 105 |
|
|
2021
Q4 | $83K | Buy |
480
+105
| +28% | +$18.2K | 0.02% | 114 |
|
|
2021
Q3 | $56K | Buy |
+375
| New | +$56K | 0.02% | 131 |
|