Cedar Mountain 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 | $32.9K | Hold |
249
| – | – | 0.01% | 125 |
|
2025
Q1 | $37.3K | Hold |
249
| – | – | 0.01% | 109 |
|
2024
Q4 | $37.9K | Hold |
249
| – | – | 0.01% | 107 |
|
2024
Q3 | $42.3K | Hold |
249
| – | – | 0.01% | 91 |
|
2024
Q2 | $41.1K | Hold |
249
| – | – | 0.01% | 84 |
|
2024
Q1 | $43.6K | Hold |
249
| – | – | 0.01% | 80 |
|
2023
Q4 | $42.3K | Hold |
249
| – | – | 0.01% | 80 |
|
2023
Q3 | $42.2K | Sell |
249
-135
| -35% | -$22.9K | 0.01% | 75 |
|
2023
Q2 | $71.1K | Buy |
384
+1
| +0.3% | +$185 | 0.02% | 65 |
|
2023
Q1 | $69.9K | Buy |
383
+1
| +0.3% | +$182 | 0.02% | 63 |
|
2022
Q4 | $69.1K | Buy |
382
+1
| +0.3% | +$181 | 0.02% | 62 |
|
2022
Q3 | $62K | Hold |
381
| – | – | 0.02% | 62 |
|
2022
Q2 | $63K | Sell |
381
-43
| -10% | -$7.11K | 0.02% | 63 |
|
2022
Q1 | $71K | Buy |
424
+1
| +0.2% | +$167 | 0.02% | 70 |
|
2021
Q4 | $73K | Buy |
423
+1
| +0.2% | +$173 | 0.02% | 67 |
|
2021
Q3 | $63K | Buy |
422
+45
| +12% | +$6.72K | 0.02% | 66 |
|
2021
Q2 | $56K | Buy |
377
+1
| +0.3% | +$149 | 0.02% | 66 |
|
2021
Q1 | $53K | Buy |
376
+1
| +0.3% | +$141 | 0.02% | 71 |
|
2020
Q4 | $56K | Buy |
375
+1
| +0.3% | +$149 | 0.02% | 65 |
|
2020
Q3 | $52K | Hold |
374
| – | – | 0.02% | 63 |
|
2020
Q2 | $50K | Buy |
374
+1
| +0.3% | +$134 | 0.02% | 64 |
|
2020
Q1 | $45K | Sell |
373
-186
| -33% | -$22.4K | 0.02% | 57 |
|
2019
Q4 | $76K | Buy |
+559
| New | +$76K | 0.03% | 50 |
|