Clear Creek Financial Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
7,871
+643
| +9% | +$84.9K | 0.1% | 213 |
|
|
2025
Q1 | $1.08M | Buy |
7,228
+1,924
| +36% | +$288K | 0.11% | 180 |
|
|
2024
Q4 | $806K | Buy |
5,304
+1,604
| +43% | +$244K | 0.09% | 223 |
|
|
2024
Q3 | $629K | Buy |
3,700
+161
| +5% | +$27.4K | 0.07% | 227 |
|
|
2024
Q2 | $584K | Buy |
3,539
+268
| +8% | +$44.2K | 0.07% | 231 |
|
|
2024
Q1 | $573K | Buy |
3,271
+103
| +3% | +$18K | 0.07% | 222 |
|
|
2023
Q4 | $538K | Buy |
3,168
+320
| +11% | +$54.4K | 0.09% | 187 |
|
|
2023
Q3 | $483K | Buy |
2,848
+311
| +12% | +$52.7K | 0.08% | 171 |
|
|
2023
Q2 | $470K | Sell |
2,537
-76
| -3% | -$14.1K | 0.08% | 185 |
|
|
2023
Q1 | $476K | Buy |
2,613
+296
| +13% | +$54K | 0.09% | 160 |
|
|
2022
Q4 | $419K | Sell |
2,317
-374
| -14% | -$67.6K | 0.09% | 166 |
|
|
2022
Q3 | $439K | Sell |
2,691
-103
| -4% | -$16.8K | 0.1% | 154 |
|
|
2022
Q2 | $466K | Buy |
2,794
+47
| +2% | +$7.84K | 0.1% | 160 |
|
|
2022
Q1 | $460K | Sell |
2,747
-25
| -0.9% | -$4.19K | 0.07% | 199 |
|
|
2021
Q4 | $482K | Sell |
2,772
-61
| -2% | -$10.6K | 0.07% | 187 |
|
|
2021
Q3 | $426K | Buy |
2,833
+165
| +6% | +$24.8K | 0.07% | 198 |
|
|
2021
Q2 | $395K | Buy |
+2,668
| New | +$395K | 0.06% | 201 |
|
|
2021
Q1 | – | Sell |
-2,704
| Closed | -$401K | – | 200 |
|
|
2020
Q4 | $401K | Buy |
+2,704
| New | +$401K | 0.08% | 204 |
|
|
2020
Q3 | – | Sell |
-1,907
| Closed | -$252K | – | 208 |
|
|
2020
Q2 | $252K | Sell |
1,907
-53
| -3% | -$7K | 0.07% | 201 |
|
|
2020
Q1 | $267K | Sell |
1,960
-17
| -0.9% | -$2.32K | 0.1% | 128 |
|
|
2019
Q4 | $271K | Buy |
1,977
+19
| +1% | +$2.6K | 0.11% | 102 |
|
|
2019
Q3 | $264K | Buy |
1,958
+275
| +16% | +$37.1K | 0.13% | 98 |
|
|
2019
Q2 | $220K | Buy |
+1,683
| New | +$220K | 0.09% | 114 |
|