CBIZ Investment Advisory Services’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.6K | Sell |
391
-126
| -24% | -$16.6K | ﹤0.01% | 130 |
|
|
2025
Q1 | $77.5K | Buy |
517
+94
| +22% | +$14.1K | ﹤0.01% | 91 |
|
|
2024
Q4 | $64.9K | Buy |
423
+12
| +3% | +$1.84K | ﹤0.01% | 97 |
|
|
2024
Q3 | $69.9K | Hold |
411
| – | – | ﹤0.01% | 93 |
|
|
2024
Q2 | $67.8K | Hold |
411
| – | – | ﹤0.01% | 92 |
|
|
2024
Q1 | $72.3K | Buy |
+411
| New | +$72.3K | 0.01% | 82 |
|
|
2021
Q4 | – | Hold |
0
| – | -$8K | – | 72 |
|
|
2021
Q3 | – | Hold |
0
| – | -$7K | – | 87 |
|
|
2021
Q2 | – | Hold |
0
| – | -$7K | – | 87 |
|
|
2021
Q1 | – | Hold |
0
| – | -$7K | – | 78 |
|
|
2020
Q4 | – | Hold |
0
| – | -$7K | – | 93 |
|
|
2020
Q3 | – | Hold |
0
| – | -$7K | – | 96 |
|
|
2020
Q2 | – | Hold |
0
| – | -$7K | – | 100 |
|
|
2020
Q1 | – | Hold |
0
| – | -$8K | – | 161 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 123 |
|