BFO
Boston Family Office’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.59M | Buy |
65,023
+1,096
| +2% | +$145K | 0.57% | 49 |
|
|
2025
Q1 | $9.59M | Buy |
63,927
+3,871
| +6% | +$580K | 0.68% | 44 |
|
|
2024
Q4 | $9.13M | Buy |
60,056
+397
| +0.7% | +$60.4K | 0.63% | 47 |
|
|
2024
Q3 | $10.1M | Buy |
59,659
+753
| +1% | +$128K | 0.69% | 42 |
|
|
2024
Q2 | $9.72M | Sell |
58,906
-1,745
| -3% | -$288K | 0.7% | 41 |
|
|
2024
Q1 | $10.6M | Buy |
60,651
+48
| +0.1% | +$8.4K | 0.76% | 36 |
|
|
2023
Q4 | $10.3M | Buy |
60,603
+2,296
| +4% | +$390K | 0.77% | 35 |
|
|
2023
Q3 | $9.88M | Sell |
58,307
-197
| -0.3% | -$33.4K | 0.81% | 38 |
|
|
2023
Q2 | $10.8M | Sell |
58,504
-1,347
| -2% | -$249K | 0.83% | 38 |
|
|
2023
Q1 | $10.9M | Sell |
59,851
-607
| -1% | -$111K | 0.87% | 36 |
|
|
2022
Q4 | $10.9M | Sell |
60,458
-996
| -2% | -$180K | 0.91% | 37 |
|
|
2022
Q3 | $10M | Sell |
61,454
-1,477
| -2% | -$241K | 0.89% | 37 |
|
|
2022
Q2 | $10.5M | Buy |
62,931
+386
| +0.6% | +$64.3K | 0.88% | 39 |
|
|
2022
Q1 | $10.5M | Sell |
62,545
-294
| -0.5% | -$49.2K | 0.74% | 42 |
|
|
2021
Q4 | $10.9M | Sell |
62,839
-506
| -0.8% | -$87.9K | 0.71% | 44 |
|
|
2021
Q3 | $9.53M | Sell |
63,345
-1,738
| -3% | -$261K | 0.69% | 45 |
|
|
2021
Q2 | $9.64M | Sell |
65,083
-1,905
| -3% | -$282K | 0.69% | 47 |
|
|
2021
Q1 | $9.99M | Sell |
66,988
-5,851
| -8% | -$873K | 0.75% | 47 |
|
|
2020
Q4 | $10.8M | Sell |
72,839
-1,808
| -2% | -$268K | 0.83% | 43 |
|
|
2020
Q3 | $10.3M | Buy |
74,647
+521
| +0.7% | +$72.2K | 0.94% | 36 |
|
|
2020
Q2 | $9.8M | Buy |
74,126
+55
| +0.1% | +$7.27K | 0.95% | 34 |
|
|
2020
Q1 | $8.9M | Buy |
74,071
+403
| +0.5% | +$48.4K | 1.05% | 34 |
|
|
2019
Q4 | $10.1M | Buy |
73,668
+752
| +1% | +$103K | 0.96% | 36 |
|
|
2019
Q3 | $10M | Buy |
72,916
+243
| +0.3% | +$33.3K | 1.04% | 36 |
|
|
2019
Q2 | $9.53M | Buy |
72,673
+83
| +0.1% | +$10.9K | 0.99% | 37 |
|
|
2019
Q1 | $8.9M | Sell |
72,590
-3,145
| -4% | -$385K | 0.96% | 38 |
|
|
2018
Q4 | $8.37M | Sell |
75,735
-1,195
| -2% | -$132K | 1.04% | 32 |
|
|
2018
Q3 | $8.6M | Buy |
76,930
+85
| +0.1% | +$9.5K | 0.91% | 35 |
|
|
2018
Q2 | $8.37M | Sell |
76,845
-1,116
| -1% | -$121K | 0.95% | 35 |
|
|
2018
Q1 | $8.51M | Buy |
77,961
+68
| +0.1% | +$7.42K | 0.97% | 34 |
|
|
2017
Q4 | $9.34M | Sell |
77,893
-278
| -0.4% | -$33.3K | 1.03% | 29 |
|
|
2017
Q3 | $8.71M | Buy |
78,171
+631
| +0.8% | +$70.3K | 0.99% | 29 |
|
|
2017
Q2 | $8.96M | Sell |
77,540
-2,230
| -3% | -$258K | 1.06% | 25 |
|
|
2017
Q1 | $8.92M | Sell |
79,770
-350
| -0.4% | -$39.2K | 1.1% | 26 |
|
|
2016
Q4 | $8.38M | Buy |
80,120
+150
| +0.2% | +$15.7K | 1.09% | 28 |
|
|
2016
Q3 | $8.7M | Sell |
79,970
-2,129
| -3% | -$232K | 1.13% | 28 |
|
|
2016
Q2 | $8.7M | Sell |
82,099
-892
| -1% | -$94.5K | 1.13% | 28 |
|
|
2016
Q1 | $8.51M | Sell |
82,991
-1,771
| -2% | -$181K | 1.12% | 27 |
|
|
2015
Q4 | $8.47M | Sell |
84,762
-922
| -1% | -$92.1K | 1.16% | 27 |
|
|
2015
Q3 | $8.08M | Sell |
85,684
-5,967
| -7% | -$563K | 1.13% | 27 |
|
|
2015
Q2 | $8.56M | Sell |
91,651
-518
| -0.6% | -$48.4K | 1.08% | 26 |
|
|
2015
Q1 | $8.81M | Sell |
92,169
-50
| -0.1% | -$4.78K | 1.09% | 24 |
|
|
2014
Q4 | $8.72M | Sell |
92,219
-662
| -0.7% | -$62.6K | 1.09% | 27 |
|
|
2014
Q3 | $8.65M | Sell |
92,881
-175
| -0.2% | -$16.3K | 1.11% | 26 |
|
|
2014
Q2 | $8.31M | Sell |
93,056
-1,116
| -1% | -$99.7K | 1.06% | 27 |
|
|
2014
Q1 | $7.86M | Sell |
94,172
-1,463
| -2% | -$122K | 1.04% | 27 |
|
|
2013
Q4 | $7.93M | Sell |
95,635
-2,787
| -3% | -$231K | 1.05% | 30 |
|
|
2013
Q3 | $7.83M | Sell |
98,422
-644
| -0.7% | -$51.2K | 1.11% | 27 |
|
|
2013
Q2 | $8.1M | Buy |
+99,066
| New | +$8.1M | 1.23% | 20 |
|