Financial Engines Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $686K | Buy |
5,193
+2,614
| +101% | +$345K | ﹤0.01% | 346 |
|
|
2025
Q1 | $387K | Sell |
2,579
-1,055
| -29% | -$158K | ﹤0.01% | 345 |
|
|
2024
Q4 | $553K | Buy |
+3,634
| New | +$553K | ﹤0.01% | 317 |
|
|
2024
Q1 | – | Sell |
-2,693
| Closed | -$460K | – | 348 |
|
|
2023
Q4 | $460K | Sell |
2,693
-2,792
| -51% | -$477K | ﹤0.01% | 234 |
|
|
2023
Q3 | $929K | Buy |
5,485
+384
| +8% | +$65.1K | ﹤0.01% | 171 |
|
|
2023
Q2 | $945K | Buy |
5,101
+3,905
| +327% | +$723K | ﹤0.01% | 173 |
|
|
2023
Q1 | $218K | Sell |
1,196
-1,624
| -58% | -$296K | ﹤0.01% | 269 |
|
|
2022
Q4 | $512K | Buy |
2,820
+1,281
| +83% | +$232K | ﹤0.01% | 210 |
|
|
2022
Q3 | $251K | Buy |
1,539
+197
| +15% | +$32.1K | ﹤0.01% | 256 |
|
|
2022
Q2 | $223K | Sell |
1,342
-31
| -2% | -$5.15K | ﹤0.01% | 281 |
|
|
2022
Q1 | $230K | Sell |
1,373
-219
| -14% | -$36.7K | ﹤0.01% | 291 |
|
|
2021
Q4 | $278K | Sell |
1,592
-1,964
| -55% | -$343K | ﹤0.01% | 227 |
|
|
2021
Q3 | $534K | Buy |
3,556
+594
| +20% | +$89.2K | ﹤0.01% | 165 |
|
|
2021
Q2 | $439K | Buy |
2,962
+294
| +11% | +$43.6K | ﹤0.01% | 149 |
|
|
2021
Q1 | $377K | Sell |
2,668
-127
| -5% | -$17.9K | ﹤0.01% | 188 |
|
|
2020
Q4 | $417K | Buy |
2,795
+127
| +5% | +$18.9K | ﹤0.01% | 175 |
|
|
2020
Q3 | $370K | Buy |
2,668
+1,075
| +67% | +$149K | ﹤0.01% | 172 |
|
|
2020
Q2 | $211K | Buy |
+1,593
| New | +$211K | ﹤0.01% | 194 |
|
|
2017
Q2 | – | Sell |
-23
| Closed | -$3K | – | 112 |
|
|
2017
Q1 | $3K | Buy |
+23
| New | +$3K | ﹤0.01% | 84 |
|