Graybill 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 | $3.23M | Buy |
24,451
+223
| +0.9% | +$29.4K | 1.05% | 40 |
|
|
2025
Q1 | $3.63M | Buy |
+24,228
| New | +$3.63M | 1.25% | 37 |
|
|
2024
Q3 | $2.87M | Buy |
16,904
+289
| +2% | +$49.1K | 1.07% | 42 |
|
|
2024
Q2 | $2.74M | Buy |
16,615
+76
| +0.5% | +$12.5K | 1.11% | 40 |
|
|
2024
Q1 | $2.89M | Buy |
16,539
+441
| +3% | +$77.2K | 1.22% | 41 |
|
|
2023
Q4 | $2.73M | Buy |
16,098
+153
| +1% | +$26K | 1.21% | 41 |
|
|
2023
Q3 | $2.7M | Buy |
15,945
+130
| +0.8% | +$22K | 1.32% | 40 |
|
|
2023
Q2 | $2.93M | Sell |
15,815
-28
| -0.2% | -$5.19K | 1.39% | 36 |
|
|
2023
Q1 | $2.89M | Sell |
15,843
-71
| -0.4% | -$12.9K | 1.47% | 36 |
|
|
2022
Q4 | $2.88M | Buy |
15,914
+30
| +0.2% | +$5.42K | 1.56% | 33 |
|
|
2022
Q3 | $2.59M | Sell |
15,884
-75
| -0.5% | -$12.2K | 1.54% | 33 |
|
|
2022
Q2 | $2.66M | Sell |
15,959
-5,148
| -24% | -$858K | 1.47% | 37 |
|
|
2022
Q1 | $3.53M | Buy |
21,107
+196
| +0.9% | +$32.8K | 1.72% | 34 |
|
|
2021
Q4 | $3.63M | Sell |
20,911
-42
| -0.2% | -$7.3K | 1.65% | 32 |
|
|
2021
Q3 | $3.15M | Buy |
20,953
+496
| +2% | +$74.6K | 1.55% | 36 |
|
|
2021
Q2 | $3.03M | Buy |
20,457
+32
| +0.2% | +$4.74K | 1.49% | 36 |
|
|
2021
Q1 | $2.89M | Buy |
+20,425
| New | +$2.89M | 1.53% | 37 |
|