Gibson 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
Q2 | $1.06M | Hold |
8,050
| – | – | 0.79% | 14 |
|
|
2025
Q1 | $1.21M | Buy |
8,050
+2,000
| +33% | +$300K | 0.97% | 13 |
|
|
2024
Q4 | $920K | Sell |
6,050
-1,652
| -21% | -$251K | 0.76% | 15 |
|
|
2024
Q3 | $1.31M | Hold |
7,702
| – | – | 1.07% | 13 |
|
|
2024
Q2 | $1.27M | Sell |
7,702
-381
| -5% | -$62.8K | 1.19% | 13 |
|
|
2024
Q1 | $1.41M | Buy |
+8,083
| New | +$1.41M | 1.36% | 10 |
|
|
2022
Q4 | $67.4M | Buy |
378,000
+372,000
| +6,200% | +$66.4M | 1.3% | 11 |
|
|
2022
Q3 | $980K | Buy |
6,000
+1,550
| +35% | +$253K | 1.13% | 10 |
|
|
2022
Q2 | $742K | Buy |
4,450
+910
| +26% | +$152K | 0.83% | 13 |
|
|
2022
Q1 | $593K | Hold |
3,540
| – | – | 0.61% | 18 |
|
|
2021
Q4 | $615K | Buy |
+3,540
| New | +$615K | 0.63% | 16 |
|