Clearview Wealth 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 | $281K | Sell |
2,125
-9
| -0.4% | -$1.19K | 0.2% | 87 |
|
|
2025
Q1 | $320K | Sell |
2,134
-153
| -7% | -$22.9K | 0.24% | 80 |
|
|
2024
Q4 | $348K | Sell |
2,287
-18
| -0.8% | -$2.74K | 0.26% | 69 |
|
|
2024
Q3 | $392K | Sell |
2,305
-41
| -2% | -$6.97K | 0.3% | 63 |
|
|
2024
Q2 | $387K | Sell |
2,346
-88
| -4% | -$14.5K | 0.34% | 60 |
|
|
2024
Q1 | $426K | Sell |
2,434
-258
| -10% | -$45.2K | 0.43% | 55 |
|
|
2023
Q4 | $457K | Sell |
2,692
-4,333
| -62% | -$736K | 0.53% | 59 |
|
|
2023
Q3 | $1.19M | Buy |
7,025
+3,956
| +129% | +$670K | 1.47% | 14 |
|
|
2023
Q2 | $568K | Sell |
3,069
-105
| -3% | -$19.4K | 0.58% | 53 |
|
|
2023
Q1 | $579K | Sell |
3,174
-915
| -22% | -$167K | 0.59% | 50 |
|
|
2022
Q4 | $739K | Sell |
4,089
-15
| -0.4% | -$2.71K | 0.57% | 43 |
|
|
2022
Q3 | $670K | Buy |
4,104
+107
| +3% | +$17.5K | 0.53% | 32 |
|
|
2022
Q2 | $666K | Buy |
3,997
+174
| +5% | +$29K | 0.5% | 38 |
|
|
2022
Q1 | $640K | Sell |
3,823
-319
| -8% | -$53.4K | 0.42% | 43 |
|
|
2021
Q4 | $720K | Sell |
4,142
-400
| -9% | -$69.5K | 0.44% | 52 |
|
|
2021
Q3 | $683K | Buy |
4,542
+283
| +7% | +$42.6K | 0.43% | 51 |
|
|
2021
Q2 | $631K | Buy |
4,259
+91
| +2% | +$13.5K | 0.39% | 58 |
|
|
2021
Q1 | $590K | Buy |
4,168
+2,250
| +117% | +$318K | 0.38% | 57 |
|
|
2020
Q4 | $284K | Buy |
+1,918
| New | +$284K | 0.19% | 91 |
|