GGM Wealth Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $227K | Sell |
1,699
-79
| -4% | -$10.6K | 0.13% | 123 |
|
|
2024
Q4 | $273K | Buy |
1,778
+93
| +6% | +$14.3K | 0.14% | 112 |
|
|
2024
Q3 | $286K | Buy |
1,685
+88
| +6% | +$15K | 0.12% | 120 |
|
|
2024
Q2 | $263K | Buy |
1,597
+3
| +0.2% | +$495 | 0.12% | 116 |
|
|
2024
Q1 | $272K | Sell |
1,594
-1,037
| -39% | -$177K | 0.13% | 110 |
|
|
2023
Q4 | $442K | Buy |
2,631
+7
| +0.3% | +$1.18K | 0.18% | 91 |
|
|
2023
Q3 | $445K | Hold |
2,624
| – | – | 0.19% | 83 |
|
|
2023
Q2 | $483K | Buy |
+2,624
| New | +$483K | 0.2% | 82 |
|
|
2023
Q1 | – | Sell |
-2,616
| Closed | -$474K | – | 112 |
|
|
2022
Q4 | $474K | Sell |
2,616
-4
| -0.2% | -$725 | 0.24% | 73 |
|
|
2022
Q3 | $467K | Buy |
2,620
+13
| +0.5% | +$2.32K | 0.25% | 74 |
|
|
2022
Q2 | $441K | Buy |
2,607
+103
| +4% | +$17.4K | 0.25% | 77 |
|
|
2022
Q1 | $432K | Buy |
2,504
+1,243
| +99% | +$214K | 0.22% | 84 |
|
|
2021
Q4 | $219K | Buy |
1,261
+2
| +0.2% | +$347 | 0.17% | 90 |
|
|
2021
Q3 | $200K | Sell |
1,259
-537
| -30% | -$85.3K | 0.16% | 93 |
|
|
2021
Q2 | $279K | Buy |
1,796
+3
| +0.2% | +$466 | 0.24% | 72 |
|
|
2021
Q1 | $258K | Sell |
1,793
-50
| -3% | -$7.2K | 0.21% | 72 |
|
|
2020
Q4 | $262K | Buy |
+1,843
| New | +$262K | 0.26% | 59 |
|