Cardinal Strategic Wealth Guidance’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,442
| Closed | -$219K | – | 74 |
|
|
2024
Q4 | $219K | Hold |
1,442
| – | – | 0.07% | 65 |
|
|
2024
Q3 | $245K | Sell |
1,442
-300
| -17% | -$51K | 0.08% | 49 |
|
|
2024
Q2 | $287K | Hold |
1,742
| – | – | 0.1% | 46 |
|
|
2024
Q1 | $305K | Sell |
1,742
-127
| -7% | -$22.2K | 0.11% | 45 |
|
|
2023
Q4 | $317K | Sell |
1,869
-285
| -13% | -$48.4K | 0.13% | 50 |
|
|
2023
Q3 | $365K | Buy |
2,154
+92
| +4% | +$15.6K | 0.17% | 47 |
|
|
2023
Q2 | $382K | Buy |
2,062
+30
| +1% | +$5.56K | 0.17% | 45 |
|
|
2023
Q1 | $370K | Sell |
2,032
-179
| -8% | -$32.6K | 0.17% | 46 |
|
|
2022
Q4 | $399K | Hold |
2,211
| – | – | 0.19% | 51 |
|
|
2022
Q3 | $361K | Sell |
2,211
-84
| -4% | -$13.7K | 0.19% | 46 |
|
|
2022
Q2 | $383K | Sell |
2,295
-90
| -4% | -$15K | 0.2% | 47 |
|
|
2022
Q1 | $399K | Sell |
2,385
-13
| -0.5% | -$2.18K | 0.18% | 50 |
|
|
2021
Q4 | $417K | Hold |
2,398
| – | – | 0.19% | 53 |
|
|
2021
Q3 | $361K | Sell |
2,398
-149
| -6% | -$22.4K | 0.19% | 54 |
|
|
2021
Q2 | $377K | Sell |
2,547
-3
| -0.1% | -$444 | 0.2% | 51 |
|
|
2021
Q1 | $361K | Sell |
2,550
-64
| -2% | -$9.06K | 0.21% | 51 |
|
|
2020
Q4 | $388K | Hold |
2,614
| – | – | 0.23% | 41 |
|
|
2020
Q3 | $362K | Buy |
2,614
+1
| +0% | +$138 | 0.26% | 40 |
|
|
2020
Q2 | $346K | Sell |
2,613
-29
| -1% | -$3.84K | 0.26% | 41 |
|
|
2020
Q1 | $317K | Sell |
2,642
-318
| -11% | -$38.2K | 0.29% | 39 |
|
|
2019
Q4 | $405K | Buy |
+2,960
| New | +$405K | 0.35% | 41 |
|