BA
Bellwether Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $160K | Hold |
1,215
| – | – | 0.03% | 142 |
|
|
2025
Q1 | $182K | Sell |
1,215
-80
| -6% | -$12K | 0.04% | 132 |
|
|
2024
Q4 | $197K | Buy |
+1,295
| New | +$197K | 0.04% | 134 |
|
|
2023
Q2 | – | Sell |
-341
| Closed | -$62.2K | – | 347 |
|
|
2023
Q1 | $62.2K | Buy |
341
+1
| +0.3% | +$182 | 0.02% | 176 |
|
|
2022
Q4 | $61.4K | Buy |
340
+78
| +30% | +$14.1K | 0.02% | 176 |
|
|
2022
Q3 | $42K | Sell |
262
-1
| -0.4% | -$160 | 0.01% | 172 |
|
|
2022
Q2 | $43K | Buy |
263
+23
| +10% | +$3.76K | 0.01% | 174 |
|
|
2022
Q1 | $40K | Sell |
240
-189
| -44% | -$31.5K | 0.01% | 208 |
|
|
2021
Q4 | $74K | Sell |
429
-110
| -20% | -$19K | 0.02% | 170 |
|
|
2021
Q3 | $81K | Buy |
539
+189
| +54% | +$28.4K | 0.03% | 177 |
|
|
2021
Q2 | $51K | Hold |
350
| – | – | 0.02% | 181 |
|
|
2021
Q1 | $49K | Hold |
350
| – | – | 0.02% | 169 |
|
|
2020
Q4 | $51K | Buy |
+350
| New | +$51K | 0.02% | 162 |
|