FPTW
Franklin, Parlapiano, Turner & Welch’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.74M | Buy |
51,065
+3,707
| +8% | +$489K | 1.76% | 23 |
|
|
2025
Q1 | $7.1M | Buy |
47,358
+1,831
| +4% | +$275K | 1.92% | 23 |
|
|
2024
Q4 | $6.92M | Buy |
45,527
+1,201
| +3% | +$183K | 1.87% | 22 |
|
|
2024
Q3 | $7.54M | Buy |
44,326
+670
| +2% | +$114K | 1.95% | 21 |
|
|
2024
Q2 | $7.2M | Buy |
43,656
+366
| +0.8% | +$60.4K | 2% | 20 |
|
|
2024
Q1 | $7.58M | Buy |
43,290
+417
| +1% | +$73K | 2.08% | 17 |
|
|
2023
Q4 | $7.28M | Buy |
42,873
+255
| +0.6% | +$43.3K | 2.09% | 21 |
|
|
2023
Q3 | $7.22M | Sell |
42,618
-260
| -0.6% | -$44.1K | 2.24% | 18 |
|
|
2023
Q2 | $7.94M | Buy |
42,878
+135
| +0.3% | +$25K | 2.36% | 12 |
|
|
2023
Q1 | $7.79M | Sell |
42,743
-75
| -0.2% | -$13.7K | 2.48% | 10 |
|
|
2022
Q4 | $7.74M | Sell |
42,818
-1,934
| -4% | -$349K | 2.54% | 11 |
|
|
2022
Q3 | $7.31M | Sell |
44,752
-803
| -2% | -$131K | 2.6% | 8 |
|
|
2022
Q2 | $7.59M | Sell |
45,555
-218
| -0.5% | -$36.3K | 2.56% | 8 |
|
|
2022
Q1 | $7.66M | Buy |
45,773
+1,118
| +3% | +$187K | 2.28% | 13 |
|
|
2021
Q4 | $7.76M | Buy |
44,655
+627
| +1% | +$109K | 2.23% | 12 |
|
|
2021
Q3 | $6.62M | Sell |
44,028
-241
| -0.5% | -$36.2K | 2.08% | 18 |
|
|
2021
Q2 | $6.56M | Buy |
44,269
+360
| +0.8% | +$53.3K | 2.03% | 18 |
|
|
2021
Q1 | $6.21M | Buy |
43,909
+1,403
| +3% | +$198K | 2.09% | 22 |
|
|
2020
Q4 | $6.3M | Sell |
42,506
-18
| -0% | -$2.67K | 2.28% | 15 |
|
|
2020
Q3 | $5.89M | Sell |
42,524
-209
| -0.5% | -$29K | 2.38% | 12 |
|
|
2020
Q2 | $5.65M | Sell |
42,733
-1,100
| -3% | -$145K | 2.34% | 12 |
|
|
2020
Q1 | $5.26M | Buy |
43,833
+366
| +0.8% | +$44K | 2.42% | 12 |
|
|
2019
Q4 | $5.94M | Sell |
43,467
-190
| -0.4% | -$26K | 2.24% | 17 |
|
|
2019
Q3 | $5.99M | Buy |
43,657
+155
| +0.4% | +$21.2K | 2.33% | 12 |
|
|
2019
Q2 | $5.7M | Sell |
43,502
-688
| -2% | -$90.2K | 2.23% | 16 |
|
|
2019
Q1 | $5.42M | Buy |
44,190
+683
| +2% | +$83.7K | 2.14% | 18 |
|
|
2018
Q4 | $4.81M | Buy |
43,507
+1,232
| +3% | +$136K | 2.11% | 18 |
|
|
2018
Q3 | $4.73M | Buy |
42,275
+1,058
| +3% | +$118K | 1.89% | 21 |
|
|
2018
Q2 | $4.49M | Buy |
41,217
+1,099
| +3% | +$120K | 1.85% | 20 |
|
|
2018
Q1 | $4.38M | Sell |
40,118
-236
| -0.6% | -$25.8K | 1.87% | 20 |
|
|
2017
Q4 | $4.84M | Buy |
40,354
+1,109
| +3% | +$133K | 1.98% | 18 |
|
|
2017
Q3 | $4.37M | Buy |
39,245
+2,060
| +6% | +$230K | 1.88% | 18 |
|
|
2017
Q2 | $4.3M | Buy |
37,185
+444
| +1% | +$51.3K | 1.96% | 18 |
|
|
2017
Q1 | $4.11M | Buy |
36,741
+1,211
| +3% | +$135K | 1.91% | 19 |
|
|
2016
Q4 | $3.72M | Buy |
35,530
+512
| +1% | +$53.6K | 1.85% | 19 |
|
|
2016
Q3 | $3.81M | Buy |
35,018
+2,044
| +6% | +$222K | 1.94% | 19 |
|
|
2016
Q2 | $3.49M | Sell |
32,974
-436
| -1% | -$46.2K | 1.86% | 20 |
|
|
2016
Q1 | $3.42M | Buy |
33,410
+1,575
| +5% | +$161K | 1.89% | 20 |
|
|
2015
Q4 | $3.18M | Buy |
31,835
+1,399
| +5% | +$140K | 1.88% | 19 |
|
|
2015
Q3 | $2.87M | Sell |
30,436
-17
| -0.1% | -$1.6K | 1.89% | 19 |
|
|
2015
Q2 | $2.84M | Buy |
30,453
+878
| +3% | +$81.9K | 1.88% | 22 |
|
|
2015
Q1 | $2.83M | Buy |
29,575
+674
| +2% | +$64.4K | 1.9% | 21 |
|
|
2014
Q4 | $2.73M | Buy |
28,901
+1,237
| +4% | +$117K | 1.83% | 23 |
|
|
2014
Q3 | $2.58M | Buy |
27,664
+1,136
| +4% | +$106K | 1.85% | 18 |
|
|
2014
Q2 | $2.37M | Buy |
26,528
+980
| +4% | +$87.6K | 1.69% | 24 |
|
|
2014
Q1 | $2.13M | Sell |
25,548
-73
| -0.3% | -$6.1K | 1.54% | 28 |
|
|
2013
Q4 | $2.13M | Buy |
25,621
+946
| +4% | +$78.5K | 1.47% | 28 |
|
|
2013
Q3 | $1.96M | Buy |
24,675
+3,155
| +15% | +$251K | 1.44% | 27 |
|
|
2013
Q2 | $1.76M | Buy |
+21,520
| New | +$1.76M | 1.5% | 25 |
|