CFFP
Center for Financial Planning’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Hold |
12,203
| – | – | 0.18% | 46 |
|
|
2025
Q1 | $1.83M | Sell |
12,203
-252
| -2% | -$37.8K | 0.23% | 41 |
|
|
2024
Q4 | $1.89M | Sell |
12,455
-201
| -2% | -$30.6K | 0.25% | 36 |
|
|
2024
Q3 | $2.15M | Buy |
12,656
+2,293
| +22% | +$390K | 0.29% | 29 |
|
|
2024
Q2 | $1.71M | Hold |
10,363
| – | – | 0.25% | 40 |
|
|
2024
Q1 | $1.81M | Buy |
10,363
+251
| +2% | +$43.9K | 0.27% | 37 |
|
|
2023
Q4 | $1.72M | Sell |
10,112
-5
| -0% | -$849 | 0.32% | 33 |
|
|
2023
Q3 | $1.71M | Sell |
10,117
-118
| -1% | -$20K | 0.37% | 28 |
|
|
2023
Q2 | $1.9M | Buy |
10,235
+17
| +0.2% | +$3.15K | 0.4% | 25 |
|
|
2023
Q1 | $1.86M | Sell |
10,218
-170
| -2% | -$31K | 0.43% | 25 |
|
|
2022
Q4 | $1.88M | Sell |
10,388
-23
| -0.2% | -$4.16K | 0.46% | 23 |
|
|
2022
Q3 | $1.7M | Buy |
10,411
+16
| +0.2% | +$2.61K | 0.45% | 25 |
|
|
2022
Q2 | $1.73M | Hold |
10,395
| – | – | 0.44% | 25 |
|
|
2022
Q1 | $1.74M | Hold |
10,395
| – | – | 0.36% | 26 |
|
|
2021
Q4 | $1.81M | Sell |
10,395
-186
| -2% | -$32.3K | 0.37% | 25 |
|
|
2021
Q3 | $1.59M | Hold |
10,581
| – | – | 0.39% | 26 |
|
|
2021
Q2 | $1.57M | Hold |
10,581
| – | – | 0.39% | 29 |
|
|
2021
Q1 | $1.5M | Sell |
10,581
-199
| -2% | -$28.2K | 0.39% | 26 |
|
|
2020
Q4 | $1.6M | Sell |
10,780
-63
| -0.6% | -$9.35K | 0.45% | 22 |
|
|
2020
Q3 | $1.5M | Buy |
10,843
+75
| +0.7% | +$10.4K | 0.48% | 24 |
|
|
2020
Q2 | $1.42M | Sell |
10,768
-2,684
| -20% | -$355K | 0.5% | 21 |
|
|
2020
Q1 | $1.62M | Buy |
13,452
+2,590
| +24% | +$311K | 0.55% | 17 |
|
|
2019
Q4 | $1.49M | Buy |
+10,862
| New | +$1.49M | 0.37% | 25 |
|