Financial Advisory Partners’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Buy |
18,454
+31
| +0.2% | +$4.09K | 0.77% | 43 |
|
|
2025
Q1 | $2.76M | Buy |
18,423
+82
| +0.4% | +$12.3K | 0.92% | 43 |
|
|
2024
Q4 | $2.79M | Sell |
18,341
-28
| -0.2% | -$4.26K | 0.93% | 42 |
|
|
2024
Q3 | $3.12M | Sell |
18,369
-309
| -2% | -$52.5K | 1.04% | 40 |
|
|
2024
Q2 | $3.08M | Sell |
18,678
-483
| -3% | -$79.7K | 1.15% | 41 |
|
|
2024
Q1 | $3.35M | Sell |
19,161
-2,564
| -12% | -$449K | 1.3% | 35 |
|
|
2023
Q4 | $3.69M | Buy |
21,725
+438
| +2% | +$74.4K | 1.34% | 39 |
|
|
2023
Q3 | $3.61M | Sell |
21,287
-282
| -1% | -$47.8K | 1.45% | 31 |
|
|
2023
Q2 | $4M | Buy |
21,569
+71
| +0.3% | +$13.2K | 1.54% | 27 |
|
|
2023
Q1 | $3.92M | Sell |
21,498
-125
| -0.6% | -$22.8K | 1.55% | 25 |
|
|
2022
Q4 | $3.91M | Sell |
21,623
-1,812
| -8% | -$327K | 1.61% | 25 |
|
|
2022
Q3 | $3.83M | Buy |
23,435
+44
| +0.2% | +$7.18K | 1.67% | 16 |
|
|
2022
Q2 | $3.9M | Buy |
23,391
+291
| +1% | +$48.5K | 1.61% | 25 |
|
|
2022
Q1 | $3.87M | Buy |
23,100
+755
| +3% | +$126K | 1.43% | 32 |
|
|
2021
Q4 | $3.88M | Buy |
+22,345
| New | +$3.88M | 1.42% | 33 |
|