Evoke Wealth’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.06M | Buy |
45,875
+589
| +1% | +$77.8K | 0.14% | 62 |
|
|
2025
Q1 | $6.79M | Sell |
45,286
-5,342
| -11% | -$801K | 0.18% | 58 |
|
|
2024
Q4 | $7.77M | Sell |
50,628
-1,917
| -4% | -$294K | 0.22% | 53 |
|
|
2024
Q3 | $8.94M | Buy |
+52,545
| New | +$8.94M | 0.24% | 50 |
|
|
2024
Q2 | – | Sell |
-52,629
| Closed | -$9.28M | – | 309 |
|
|
2024
Q1 | $9.28M | Buy |
+52,629
| New | +$9.28M | 0.27% | 46 |
|
|
2023
Q4 | – | Sell |
-52,754
| Closed | -$8.94M | – | 278 |
|
|
2023
Q3 | $8.94M | Sell |
52,754
-65
| -0.1% | -$11K | 0.31% | 38 |
|
|
2023
Q2 | $9.78M | Sell |
52,819
-3,283
| -6% | -$608K | 0.34% | 36 |
|
|
2023
Q1 | $10.2M | Sell |
56,102
-685
| -1% | -$125K | 0.37% | 35 |
|
|
2022
Q4 | $10.3M | Sell |
56,787
-83
| -0.1% | -$15.1K | 0.37% | 35 |
|
|
2022
Q3 | $9.29M | Sell |
56,870
-911
| -2% | -$149K | 0.38% | 32 |
|
|
2022
Q2 | $9.63M | Buy |
57,781
+2,192
| +4% | +$365K | 0.36% | 33 |
|
|
2022
Q1 | $9.31M | Sell |
55,589
-381
| -0.7% | -$63.8K | 0.3% | 41 |
|
|
2021
Q4 | $9.78M | Buy |
55,970
+27
| +0% | +$4.72K | 0.31% | 43 |
|
|
2021
Q3 | $8.41M | Sell |
55,943
-572
| -1% | -$86K | 0.32% | 41 |
|
|
2021
Q2 | $8.37M | Buy |
56,515
+3,201
| +6% | +$474K | 0.32% | 43 |
|
|
2021
Q1 | $7.54M | Buy |
53,314
+47,858
| +877% | +$6.77M | 0.34% | 40 |
|
|
2020
Q4 | $815K | Buy |
5,456
+368
| +7% | +$55K | 0.06% | 109 |
|
|
2020
Q3 | $705K | Hold |
5,088
| – | – | 0.06% | 107 |
|
|
2020
Q2 | $673K | Sell |
5,088
-730
| -13% | -$96.6K | 0.07% | 90 |
|
|
2020
Q1 | $699K | Sell |
5,818
-2,108
| -27% | -$253K | 0.1% | 75 |
|
|
2019
Q4 | $1.09M | Sell |
7,926
-1,312
| -14% | -$181K | 0.14% | 69 |
|
|
2019
Q3 | $1.27M | Buy |
+9,238
| New | +$1.27M | 0.16% | 72 |
|