Eldridge Investment 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 | $202K | Hold |
1,527
| – | – | 0.04% | 153 |
|
|
2025
Q1 | $229K | Hold |
1,527
| – | – | 0.05% | 147 |
|
|
2024
Q4 | $232K | Sell |
1,527
-100
| -6% | -$15.2K | 0.05% | 143 |
|
|
2024
Q3 | $277K | Hold |
1,627
| – | – | 0.07% | 134 |
|
|
2024
Q2 | $268K | Buy |
1,627
+169
| +12% | +$27.8K | 0.07% | 132 |
|
|
2024
Q1 | $255K | Buy |
1,458
+200
| +16% | +$35K | 0.07% | 135 |
|
|
2023
Q4 | $214K | Sell |
1,258
-50
| -4% | -$8.51K | 0.06% | 137 |
|
|
2023
Q3 | $222K | Sell |
1,308
-70
| -5% | -$11.9K | 0.07% | 131 |
|
|
2023
Q2 | $255K | Hold |
1,378
| – | – | 0.08% | 121 |
|
|
2023
Q1 | $251K | Hold |
1,378
| – | – | 0.09% | 122 |
|
|
2022
Q4 | $249K | Buy |
1,378
+50
| +4% | +$9.04K | 0.09% | 118 |
|
|
2022
Q3 | $217K | Hold |
1,328
| – | – | 0.08% | 119 |
|
|
2022
Q2 | $221K | Hold |
1,328
| – | – | 0.08% | 120 |
|
|
2022
Q1 | $222K | Hold |
1,328
| – | – | 0.08% | 116 |
|
|
2021
Q4 | $231K | Buy |
+1,328
| New | +$231K | 0.08% | 115 |
|