Cahill 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 | $397K | Buy |
3,008
+644
| +27% | +$85K | 0.05% | 197 |
|
|
2025
Q1 | $354K | Buy |
2,364
+56
| +2% | +$8.4K | 0.05% | 197 |
|
|
2024
Q4 | $351K | Buy |
2,308
+830
| +56% | +$126K | 0.05% | 195 |
|
|
2024
Q3 | $251K | Buy |
1,478
+181
| +14% | +$30.8K | 0.03% | 230 |
|
|
2024
Q2 | $214K | Buy |
1,297
+53
| +4% | +$8.74K | 0.03% | 249 |
|
|
2024
Q1 | $218K | Buy |
+1,244
| New | +$218K | 0.03% | 248 |
|
|
2023
Q3 | – | Sell |
-1,148
| Closed | -$213K | – | 245 |
|
|
2023
Q2 | $213K | Buy |
+1,148
| New | +$213K | 0.03% | 230 |
|
|
2023
Q1 | – | Sell |
-1,546
| Closed | -$279K | – | 238 |
|
|
2022
Q4 | $279K | Buy |
+1,546
| New | +$279K | 0.05% | 193 |
|
|
2021
Q4 | – | Sell |
-802
| Closed | -$121K | – | 608 |
|
|
2021
Q3 | $121K | Buy |
+802
| New | +$121K | 0.02% | 255 |
|
|
2021
Q1 | – | Sell |
-2,751
| Closed | -$408K | – | 208 |
|
|
2020
Q4 | $408K | Buy |
+2,751
| New | +$408K | 0.1% | 141 |
|