Golden State Wealth Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $463K | Buy |
3,507
+121
| +4% | +$16K | 0.06% | 248 |
|
|
2025
Q1 | $508K | Buy |
3,386
+7
| +0.2% | +$1.05K | 0.08% | 203 |
|
|
2024
Q4 | $514K | Buy |
+3,379
| New | +$514K | 0.08% | 197 |
|
|
2022
Q1 | $238K | Sell |
1,421
-784
| -36% | -$131K | 0.05% | 271 |
|
|
2021
Q4 | $383K | Buy |
2,205
+488
| +28% | +$84.8K | 0.07% | 253 |
|
|
2021
Q3 | $258K | Hold |
1,717
| – | – | 0.06% | 255 |
|
|
2021
Q2 | $254K | Sell |
1,717
-158
| -8% | -$23.4K | 0.06% | 250 |
|
|
2021
Q1 | $265K | Sell |
1,875
-995
| -35% | -$141K | 0.09% | 160 |
|
|
2020
Q4 | $426K | Buy |
2,870
+822
| +40% | +$122K | 0.12% | 139 |
|
|
2020
Q3 | $284K | Sell |
2,048
-649
| -24% | -$90K | 0.09% | 151 |
|
|
2020
Q2 | $357K | Buy |
2,697
+735
| +37% | +$97.3K | 0.11% | 118 |
|
|
2020
Q1 | $236K | Buy |
+1,962
| New | +$236K | 0.1% | 133 |
|
|
2019
Q4 | – | Sell |
-2,054
| Closed | -$282K | – | 666 |
|
|
2019
Q3 | $282K | Buy |
2,054
+311
| +18% | +$42.7K | 0.09% | 163 |
|
|
2019
Q2 | $228K | Sell |
1,743
-10
| -0.6% | -$1.31K | 0.07% | 205 |
|
|
2019
Q1 | $215K | Buy |
+1,753
| New | +$215K | 0.07% | 215 |
|