GA
GoalVest Advisory’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
9,624
-2,268
| -19% | -$299K | 0.31% | 58 |
|
|
2025
Q1 | $1.78M | Buy |
11,892
+2,806
| +31% | +$421K | 0.49% | 38 |
|
|
2024
Q4 | $1.38M | Sell |
9,086
-1,211
| -12% | -$184K | 0.38% | 46 |
|
|
2024
Q3 | $1.75M | Buy |
10,297
+339
| +3% | +$57.6K | 0.5% | 34 |
|
|
2024
Q2 | $1.64M | Sell |
9,958
-256
| -3% | -$42.2K | 0.52% | 28 |
|
|
2024
Q1 | $1.79M | Buy |
10,214
+4,459
| +77% | +$780K | 0.6% | 24 |
|
|
2023
Q4 | $977K | Buy |
5,755
+1,414
| +33% | +$240K | 0.43% | 39 |
|
|
2023
Q3 | $736K | Buy |
4,341
+765
| +21% | +$130K | 0.37% | 52 |
|
|
2023
Q2 | $662K | Sell |
3,576
-3,345
| -48% | -$620K | 0.34% | 59 |
|
|
2023
Q1 | $1.26M | Sell |
6,921
-5,522
| -44% | -$1.01M | 0.74% | 31 |
|
|
2022
Q4 | $2.25M | Sell |
12,443
-2,514
| -17% | -$454K | 1.45% | 15 |
|
|
2022
Q3 | $2.44M | Buy |
14,957
+4,811
| +47% | +$785K | 1.71% | 15 |
|
|
2022
Q2 | $1.72M | Buy |
10,146
+3,603
| +55% | +$609K | 1.09% | 21 |
|
|
2022
Q1 | $1.1M | Buy |
+6,543
| New | +$1.1M | 0.62% | 42 |
|
|
2021
Q2 | $595K | Buy |
+4,013
| New | +$595K | 0.37% | 76 |
|