BOPW
Brandywine Oak Private Wealth’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
10,311
-111
| -1% | -$14.7K | 0.13% | 85 |
|
|
2025
Q1 | $1.56M | Sell |
10,422
-660
| -6% | -$99K | 0.15% | 74 |
|
|
2024
Q4 | $1.69M | Sell |
11,082
-317
| -3% | -$48.2K | 0.16% | 68 |
|
|
2024
Q3 | $1.94M | Buy |
11,399
+18
| +0.2% | +$3.06K | 0.19% | 68 |
|
|
2024
Q2 | $1.88M | Sell |
11,381
-1
| -0% | -$165 | 0.19% | 65 |
|
|
2024
Q1 | $1.99M | Sell |
11,382
-1,022
| -8% | -$179K | 0.21% | 61 |
|
|
2023
Q4 | $2.11M | Sell |
12,404
-797
| -6% | -$135K | 0.23% | 59 |
|
|
2023
Q3 | $2.24M | Sell |
13,201
-105
| -0.8% | -$17.8K | 0.26% | 54 |
|
|
2023
Q2 | $2.46M | Sell |
13,306
-81
| -0.6% | -$15K | 0.28% | 52 |
|
|
2023
Q1 | $2.44M | Sell |
13,387
-747
| -5% | -$136K | 0.28% | 53 |
|
|
2022
Q4 | $2.55M | Sell |
14,134
-1,814
| -11% | -$328K | 0.32% | 50 |
|
|
2022
Q3 | $2.6M | Sell |
15,948
-701
| -4% | -$114K | 0.35% | 45 |
|
|
2022
Q2 | $2.77M | Sell |
16,649
-129
| -0.8% | -$21.5K | 0.35% | 41 |
|
|
2022
Q1 | $2.81M | Sell |
16,778
-1,757
| -9% | -$294K | 0.32% | 55 |
|
|
2021
Q4 | $3.22M | Sell |
18,535
-462
| -2% | -$80.2K | 0.35% | 49 |
|
|
2021
Q3 | $2.86M | Sell |
18,997
-229
| -1% | -$34.4K | 0.33% | 49 |
|
|
2021
Q2 | $2.85M | Buy |
19,226
+4,505
| +31% | +$667K | 0.33% | 53 |
|
|
2021
Q1 | $2.08M | Buy |
14,721
+35
| +0.2% | +$4.95K | 0.31% | 56 |
|
|
2020
Q4 | $2.18M | Buy |
14,686
+79
| +0.5% | +$11.7K | 0.33% | 52 |
|
|
2020
Q3 | $2.02M | Sell |
14,607
-142
| -1% | -$19.7K | 0.34% | 49 |
|
|
2020
Q2 | $1.95M | Sell |
14,749
-1,724
| -10% | -$228K | 0.35% | 49 |
|
|
2020
Q1 | $1.98M | Buy |
16,473
+187
| +1% | +$22.5K | 0.41% | 41 |
|
|
2019
Q4 | $2.23M | Sell |
16,286
-349
| -2% | -$47.7K | 0.4% | 39 |
|
|
2019
Q3 | $2.28M | Buy |
16,635
+4,964
| +43% | +$680K | 0.43% | 39 |
|
|
2019
Q2 | $1.53M | Buy |
11,671
+62
| +0.5% | +$8.13K | 0.31% | 54 |
|
|
2019
Q1 | $1.42M | Buy |
11,609
+381
| +3% | +$46.7K | 0.3% | 53 |
|
|
2018
Q4 | $1.25M | Buy |
+11,228
| New | +$1.25M | 0.28% | 60 |
|