Buttonwood Financial Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
10,781
+2,907
| +37% | +$384K | 0.57% | 36 |
|
|
2025
Q1 | $1.18M | Buy |
7,874
+347
| +5% | +$52K | 0.52% | 38 |
|
|
2024
Q4 | $1.14M | Buy |
7,527
+344
| +5% | +$52.3K | 0.5% | 43 |
|
|
2024
Q3 | $1.22M | Sell |
7,183
-72
| -1% | -$12.2K | 0.53% | 43 |
|
|
2024
Q2 | $1.2M | Sell |
7,255
-955
| -12% | -$158K | 0.56% | 43 |
|
|
2024
Q1 | $1.44M | Buy |
8,210
+2,479
| +43% | +$434K | 0.68% | 39 |
|
|
2023
Q4 | $973K | Buy |
5,731
+404
| +8% | +$68.6K | 0.53% | 48 |
|
|
2023
Q3 | $903K | Buy |
5,327
+364
| +7% | +$61.7K | 0.57% | 44 |
|
|
2023
Q2 | $919K | Buy |
4,963
+619
| +14% | +$115K | 0.58% | 43 |
|
|
2023
Q1 | $792K | Sell |
4,344
-22
| -0.5% | -$4.01K | 0.61% | 42 |
|
|
2022
Q4 | $789K | Sell |
4,366
-758
| -15% | -$137K | 0.66% | 42 |
|
|
2022
Q3 | $895K | Sell |
5,124
-10
| -0.2% | -$1.75K | 0.81% | 34 |
|
|
2022
Q2 | $856K | Buy |
5,134
+2,792
| +119% | +$466K | 0.77% | 39 |
|
|
2022
Q1 | $392K | Buy |
+2,342
| New | +$392K | 0.35% | 50 |
|