BFA
Benedict Financial Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Buy |
15,195
+42
| +0.3% | +$5.55K | 0.45% | 76 |
|
|
2025
Q1 | $2.27M | Sell |
15,153
-181
| -1% | -$27.1K | 0.53% | 68 |
|
|
2024
Q4 | $2.33M | Sell |
15,334
-193
| -1% | -$29.3K | 0.57% | 67 |
|
|
2024
Q3 | $2.64M | Sell |
15,527
-541
| -3% | -$92K | 0.62% | 63 |
|
|
2024
Q2 | $2.65M | Sell |
16,068
-308
| -2% | -$50.8K | 0.67% | 59 |
|
|
2024
Q1 | $2.87M | Sell |
16,376
-106
| -0.6% | -$18.6K | 0.73% | 54 |
|
|
2023
Q4 | $2.8M | Sell |
16,482
-1,025
| -6% | -$174K | 0.76% | 50 |
|
|
2023
Q3 | $2.97M | Sell |
17,507
-149
| -0.8% | -$25.2K | 0.86% | 45 |
|
|
2023
Q2 | $3.27M | Sell |
17,656
-269
| -2% | -$49.8K | 0.9% | 43 |
|
|
2023
Q1 | $3.27M | Sell |
17,925
-234
| -1% | -$42.7K | 0.92% | 44 |
|
|
2022
Q4 | $3.28M | Sell |
18,159
-23
| -0.1% | -$4.16K | 0.97% | 42 |
|
|
2022
Q3 | $2.97M | Sell |
18,182
-32
| -0.2% | -$5.22K | 0.95% | 42 |
|
|
2022
Q2 | $3.04M | Sell |
18,214
-117
| -0.6% | -$19.5K | 0.9% | 42 |
|
|
2022
Q1 | $3.07M | Buy |
18,331
+207
| +1% | +$34.6K | 0.82% | 49 |
|
|
2021
Q4 | $3.15M | Sell |
18,124
-215
| -1% | -$37.3K | 0.82% | 49 |
|
|
2021
Q3 | $2.76M | Buy |
18,339
+122
| +0.7% | +$18.3K | 0.77% | 52 |
|
|
2021
Q2 | $2.7M | Sell |
18,217
-298
| -2% | -$44.2K | 0.75% | 51 |
|
|
2021
Q1 | $2.62M | Buy |
18,515
+16,879
| +1,032% | +$2.39M | 0.76% | 50 |
|
|
2020
Q4 | $243K | Hold |
1,636
| – | – | 0.09% | 97 |
|
|
2020
Q3 | $227K | Buy |
+1,636
| New | +$227K | 0.09% | 97 |
|