Buckley 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 | $670K | Sell |
5,074
-121
| -2% | -$16K | 0.2% | 81 |
|
|
2025
Q1 | $779K | Sell |
5,195
-882
| -15% | -$132K | 0.24% | 74 |
|
|
2024
Q4 | $924K | Buy |
6,077
+131
| +2% | +$19.9K | 0.28% | 62 |
|
|
2024
Q3 | $1.01M | Buy |
5,946
+186
| +3% | +$31.6K | 0.31% | 60 |
|
|
2024
Q2 | $950K | Sell |
5,760
-212
| -4% | -$35K | 0.3% | 56 |
|
|
2024
Q1 | $1.05M | Sell |
5,972
-126
| -2% | -$22.1K | 0.34% | 55 |
|
|
2023
Q4 | $1.04M | Sell |
6,098
-38
| -0.6% | -$6.45K | 0.36% | 50 |
|
|
2023
Q3 | $1.04M | Sell |
6,136
-1,303
| -18% | -$221K | 0.39% | 42 |
|
|
2023
Q2 | $1.38M | Buy |
7,439
+1,200
| +19% | +$222K | 0.47% | 38 |
|
|
2023
Q1 | $1.14M | Sell |
6,239
-29
| -0.5% | -$5.29K | 0.42% | 37 |
|
|
2022
Q4 | $1.13M | Buy |
6,268
+61
| +1% | +$11K | 0.41% | 37 |
|
|
2022
Q3 | $1.01M | Sell |
6,207
-1,179
| -16% | -$192K | 0.37% | 41 |
|
|
2022
Q2 | $1.23M | Sell |
7,386
-225
| -3% | -$37.5K | 0.4% | 43 |
|
|
2022
Q1 | $1.27M | Buy |
7,611
+2,446
| +47% | +$409K | 0.34% | 49 |
|
|
2021
Q4 | $897K | Sell |
5,165
-16
| -0.3% | -$2.78K | 0.26% | 69 |
|
|
2021
Q3 | $779K | Buy |
5,181
+804
| +18% | +$121K | 0.25% | 67 |
|
|
2021
Q2 | $649K | Sell |
4,377
-48
| -1% | -$7.12K | 0.22% | 77 |
|
|
2021
Q1 | $626K | Buy |
4,425
+948
| +27% | +$134K | 0.23% | 75 |
|
|
2020
Q4 | $516K | Buy |
3,477
+61
| +2% | +$9.05K | 0.21% | 78 |
|
|
2020
Q3 | $474K | Sell |
3,416
-3,424
| -50% | -$475K | 0.21% | 75 |
|
|
2020
Q2 | $905K | Sell |
6,840
-1
| -0% | -$132 | 0.41% | 45 |
|
|
2020
Q1 | $822K | Buy |
6,841
+2,068
| +43% | +$248K | 0.45% | 40 |
|
|
2019
Q4 | $652K | Sell |
4,773
-195
| -4% | -$26.6K | 0.3% | 65 |
|
|
2019
Q3 | $681K | Sell |
4,968
-826
| -14% | -$113K | 0.33% | 55 |
|
|
2019
Q2 | $760K | Sell |
5,794
-584
| -9% | -$76.6K | 0.36% | 51 |
|
|
2019
Q1 | $782K | Sell |
6,378
-651
| -9% | -$79.8K | 0.37% | 48 |
|
|
2018
Q4 | $777K | Sell |
7,029
-40
| -0.6% | -$4.42K | 0.4% | 45 |
|
|
2018
Q3 | $790K | Sell |
7,069
-81
| -1% | -$9.05K | 0.35% | 57 |
|
|
2018
Q2 | $778K | Buy |
7,150
+654
| +10% | +$71.2K | 0.37% | 53 |
|
|
2018
Q1 | $709K | Buy |
6,496
+646
| +11% | +$70.5K | 0.35% | 60 |
|
|
2017
Q4 | $702K | Buy |
+5,850
| New | +$702K | 0.35% | 62 |
|