Berger Financial Group’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.86M | Sell |
44,364
-5,056
| -10% | -$668K | 0.38% | 63 |
|
|
2025
Q1 | $7.41M | Buy |
49,420
+37,197
| +304% | +$5.58M | 0.51% | 43 |
|
|
2024
Q4 | $1.86M | Sell |
12,223
-1,744
| -12% | -$265K | 0.13% | 129 |
|
|
2024
Q3 | $2.38M | Buy |
13,967
+6,628
| +90% | +$1.13M | 0.17% | 112 |
|
|
2024
Q2 | $1.21M | Sell |
7,339
-188
| -2% | -$31K | 0.1% | 140 |
|
|
2024
Q1 | $1.32M | Buy |
7,527
+1,366
| +22% | +$239K | 0.11% | 129 |
|
|
2023
Q4 | $1.05M | Sell |
6,161
-247
| -4% | -$41.9K | 0.11% | 116 |
|
|
2023
Q3 | $1.09M | Buy |
6,408
+134
| +2% | +$22.7K | 0.12% | 115 |
|
|
2023
Q2 | $1.16M | Sell |
6,274
-186
| -3% | -$34.5K | 0.13% | 108 |
|
|
2023
Q1 | $1.18M | Buy |
6,460
+147
| +2% | +$26.8K | 0.14% | 102 |
|
|
2022
Q4 | $1.14M | Sell |
6,313
-73
| -1% | -$13.2K | 0.15% | 100 |
|
|
2022
Q3 | $1.04M | Sell |
6,386
-22
| -0.3% | -$3.59K | 0.15% | 97 |
|
|
2022
Q2 | $1.07M | Sell |
6,408
-91
| -1% | -$15.2K | 0.16% | 88 |
|
|
2022
Q1 | $1.09M | Buy |
6,499
+16
| +0.2% | +$2.68K | 0.14% | 94 |
|
|
2021
Q4 | $1.13M | Buy |
6,483
+1,057
| +19% | +$184K | 0.15% | 96 |
|
|
2021
Q3 | $816K | Sell |
5,426
-17
| -0.3% | -$2.56K | 0.15% | 86 |
|
|
2021
Q2 | $807K | Buy |
5,443
+52
| +1% | +$7.71K | 0.15% | 87 |
|
|
2021
Q1 | $763K | Buy |
5,391
+327
| +6% | +$46.3K | 0.17% | 86 |
|
|
2020
Q4 | $751K | Buy |
+5,064
| New | +$751K | 0.13% | 102 |
|