Brown Miller Wealth Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
8,095
-320
| -4% | -$42.3K | 0.33% | 62 |
|
|
2025
Q1 | $1.26M | Buy |
8,415
+3,780
| +82% | +$567K | 0.44% | 56 |
|
|
2024
Q4 | $705K | Sell |
4,635
-1,111
| -19% | -$169K | 0.27% | 67 |
|
|
2024
Q3 | $977K | Sell |
5,746
-2
| -0% | -$340 | 0.38% | 55 |
|
|
2024
Q2 | $948K | Sell |
5,748
-1,117
| -16% | -$184K | 0.39% | 53 |
|
|
2024
Q1 | $1.2M | Buy |
6,865
+1,404
| +26% | +$246K | 0.53% | 51 |
|
|
2023
Q4 | $927K | Sell |
5,461
-802
| -13% | -$136K | 0.46% | 51 |
|
|
2023
Q3 | $1.06M | Buy |
6,263
+4
| +0.1% | +$678 | 0.59% | 50 |
|
|
2023
Q2 | $1.16M | Buy |
6,259
+3
| +0% | +$556 | 0.63% | 45 |
|
|
2023
Q1 | $1.14M | Buy |
6,256
+4
| +0.1% | +$729 | 0.67% | 44 |
|
|
2022
Q4 | $1.13M | Hold |
6,252
| – | – | 0.71% | 46 |
|
|
2022
Q3 | $1.02M | Sell |
6,252
-10
| -0.2% | -$1.63K | 0.72% | 42 |
|
|
2022
Q2 | $1.04M | Sell |
6,262
-1
| -0% | -$167 | 0.71% | 45 |
|
|
2022
Q1 | $1.05M | Sell |
6,263
-429
| -6% | -$71.8K | 0.61% | 46 |
|
|
2021
Q4 | $1.16M | Sell |
6,692
-265
| -4% | -$46K | 0.66% | 43 |
|
|
2021
Q3 | $1.05M | Sell |
6,957
-6,834
| -50% | -$1.03M | 0.66% | 45 |
|
|
2021
Q2 | $2.04M | Buy |
13,791
+323
| +2% | +$47.8K | 1.31% | 23 |
|
|
2021
Q1 | $1.91M | Buy |
13,468
+483
| +4% | +$68.3K | 1.35% | 20 |
|
|
2020
Q4 | $1.93M | Buy |
+12,985
| New | +$1.93M | 1.45% | 18 |
|