Everhart Financial Group’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
9,418
-352
| -4% | -$46.5K | 0.14% | 96 |
|
|
2025
Q1 | $1.46M | Buy |
9,770
+3,207
| +49% | +$481K | 0.2% | 72 |
|
|
2024
Q4 | $998K | Sell |
6,563
-1,957
| -23% | -$298K | 0.21% | 99 |
|
|
2024
Q3 | $1.45M | Buy |
8,520
+905
| +12% | +$154K | 0.32% | 56 |
|
|
2024
Q2 | $1.26M | Buy |
7,615
+1,154
| +18% | +$190K | 0.33% | 55 |
|
|
2024
Q1 | $1.13M | Sell |
6,461
-506
| -7% | -$88.6K | 0.33% | 58 |
|
|
2023
Q4 | $1.18M | Sell |
6,967
-654
| -9% | -$111K | 0.42% | 49 |
|
|
2023
Q3 | $1.29M | Buy |
7,621
+66
| +0.9% | +$11.2K | 0.55% | 39 |
|
|
2023
Q2 | $1.4M | Buy |
7,555
+335
| +5% | +$62K | 0.58% | 38 |
|
|
2023
Q1 | $1.32M | Buy |
7,220
+289
| +4% | +$52.7K | 0.59% | 34 |
|
|
2022
Q4 | $1.25M | Buy |
6,931
+603
| +10% | +$109K | 0.63% | 33 |
|
|
2022
Q3 | $1.03M | Buy |
6,328
+756
| +14% | +$123K | 0.57% | 33 |
|
|
2022
Q2 | $929K | Buy |
5,572
+660
| +13% | +$110K | 0.56% | 37 |
|
|
2022
Q1 | $822K | Buy |
4,912
+850
| +21% | +$142K | 0.48% | 47 |
|
|
2021
Q4 | $706K | Buy |
4,062
+484
| +14% | +$84.1K | 0.43% | 47 |
|
|
2021
Q3 | $538K | Sell |
3,578
-81
| -2% | -$12.2K | 0.37% | 51 |
|
|
2021
Q2 | $542K | Buy |
3,659
+1,615
| +79% | +$239K | 0.37% | 52 |
|
|
2021
Q1 | $290K | Buy |
2,044
+107
| +6% | +$15.2K | 0.25% | 61 |
|
|
2020
Q4 | $288K | Buy |
+1,937
| New | +$288K | 0.27% | 60 |
|