BIA
Bigelow Investment Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Sell |
9,866
-157
| -2% | -$20.7K | 0.57% | 52 |
|
|
2025
Q1 | $1.5M | Sell |
10,023
-169
| -2% | -$25.3K | 0.71% | 39 |
|
|
2024
Q4 | $1.55M | Sell |
10,192
-594
| -6% | -$90.3K | 0.73% | 37 |
|
|
2024
Q3 | $1.83M | Sell |
10,786
-69
| -0.6% | -$11.7K | 0.82% | 31 |
|
|
2024
Q2 | $1.79M | Sell |
10,855
-129
| -1% | -$21.3K | 0.85% | 29 |
|
|
2024
Q1 | $1.92M | Sell |
10,984
-63
| -0.6% | -$11K | 0.94% | 28 |
|
|
2023
Q4 | $1.88M | Sell |
11,047
-299
| -3% | -$50.8K | 1.01% | 25 |
|
|
2023
Q3 | $1.92M | Hold |
11,346
| – | – | 1.1% | 21 |
|
|
2023
Q2 | $2.1M | Sell |
11,346
-57
| -0.5% | -$10.6K | 1.15% | 19 |
|
|
2023
Q1 | $2.08M | Sell |
11,403
-453
| -4% | -$82.6K | 1.2% | 18 |
|
|
2022
Q4 | $2.14M | Sell |
11,856
-217
| -2% | -$39.2K | 1.24% | 20 |
|
|
2022
Q3 | $1.97M | Buy |
12,073
+609
| +5% | +$99.4K | 1.18% | 20 |
|
|
2022
Q2 | $1.91M | Buy |
11,464
+11
| +0.1% | +$1.83K | 1.05% | 21 |
|
|
2022
Q1 | $1.92M | Buy |
11,453
+441
| +4% | +$73.8K | 0.9% | 30 |
|
|
2021
Q4 | $1.91M | Buy |
11,012
+198
| +2% | +$34.4K | 0.87% | 29 |
|
|
2021
Q3 | $1.63M | Sell |
10,814
-302
| -3% | -$45.4K | 0.8% | 32 |
|
|
2021
Q2 | $1.65M | Buy |
11,116
+20
| +0.2% | +$2.96K | 0.8% | 33 |
|
|
2021
Q1 | $1.57M | Buy |
11,096
+166
| +2% | +$23.5K | 0.8% | 32 |
|
|
2020
Q4 | $1.62M | Buy |
10,930
+362
| +3% | +$53.7K | 0.86% | 28 |
|
|
2020
Q3 | $1.47M | Buy |
10,568
+161
| +2% | +$22.3K | 0.87% | 27 |
|
|
2020
Q2 | $1.38M | Buy |
10,407
+1,030
| +11% | +$136K | 0.89% | 25 |
|
|
2020
Q1 | $1.13M | Buy |
9,377
+328
| +4% | +$39.4K | 0.84% | 30 |
|
|
2019
Q4 | $1.24M | Sell |
9,049
-191
| -2% | -$26.1K | 0.72% | 33 |
|
|
2019
Q3 | $1.27M | Sell |
9,240
-26
| -0.3% | -$3.57K | 0.81% | 33 |
|
|
2019
Q2 | $1.22M | Buy |
9,266
+15
| +0.2% | +$1.97K | 0.81% | 33 |
|
|
2019
Q1 | $1.13M | Sell |
9,251
-1,165
| -11% | -$143K | 0.79% | 34 |
|
|
2018
Q4 | $1.15M | Sell |
10,416
-15
| -0.1% | -$1.66K | 0.86% | 31 |
|
|
2018
Q3 | $1.17M | Sell |
10,431
-1,955
| -16% | -$219K | 0.78% | 35 |
|
|
2018
Q2 | $1.35M | Sell |
12,386
-57
| -0.5% | -$6.2K | 0.92% | 28 |
|
|
2018
Q1 | $1.36M | Buy |
12,443
+5,075
| +69% | +$554K | 0.92% | 26 |
|
|
2017
Q4 | $884K | Buy |
+7,368
| New | +$884K | 0.88% | 29 |
|