CCIA
Cherry Creek Investment Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Sell |
3,103
-35
| -1% | -$4.62K | 0.19% | 69 |
|
|
2025
Q1 | $470K | Sell |
3,138
-251
| -7% | -$37.6K | 0.24% | 64 |
|
|
2024
Q4 | $515K | Sell |
3,389
-7
| -0.2% | -$1.06K | 0.25% | 56 |
|
|
2024
Q3 | $578K | Buy |
3,396
+77
| +2% | +$13.1K | 0.3% | 51 |
|
|
2024
Q2 | $547K | Sell |
3,319
-367
| -10% | -$60.5K | 0.29% | 55 |
|
|
2024
Q1 | $645K | Buy |
3,686
+17
| +0.5% | +$2.98K | 0.35% | 49 |
|
|
2023
Q4 | $623K | Buy |
3,669
+12
| +0.3% | +$2.04K | 0.38% | 50 |
|
|
2023
Q3 | $620K | Buy |
3,657
+475
| +15% | +$80.5K | 0.42% | 46 |
|
|
2023
Q2 | $589K | Buy |
3,182
+143
| +5% | +$26.5K | 0.4% | 46 |
|
|
2023
Q1 | $554K | Buy |
3,039
+10
| +0.3% | +$1.82K | 0.41% | 46 |
|
|
2022
Q4 | $547K | Buy |
3,029
+12
| +0.4% | +$2.17K | 0.42% | 50 |
|
|
2022
Q3 | $493K | Buy |
3,017
+11
| +0.4% | +$1.8K | 0.41% | 51 |
|
|
2022
Q2 | $501K | Buy |
3,006
+10
| +0.3% | +$1.67K | 0.4% | 51 |
|
|
2022
Q1 | $501K | Buy |
2,996
+9
| +0.3% | +$1.51K | 0.33% | 59 |
|
|
2021
Q4 | $519K | Buy |
2,987
+6
| +0.2% | +$1.04K | 0.32% | 57 |
|
|
2021
Q3 | $448K | Buy |
2,981
+758
| +34% | +$114K | 0.3% | 65 |
|
|
2021
Q2 | $329K | Buy |
+2,223
| New | +$329K | 0.22% | 75 |
|