Guardian Wealth Advisors (North Carolina)’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $853K | Sell |
6,462
-35
| -0.5% | -$4.62K | 0.06% | 156 |
|
|
2025
Q1 | $974K | Sell |
6,497
-151
| -2% | -$22.6K | 0.08% | 131 |
|
|
2024
Q4 | $1.01M | Buy |
6,648
+1,160
| +21% | +$176K | 0.08% | 130 |
|
|
2024
Q3 | $933K | Buy |
5,488
+23
| +0.4% | +$3.91K | 0.1% | 108 |
|
|
2024
Q2 | $901K | Buy |
5,465
+44
| +0.8% | +$7.26K | 0.11% | 107 |
|
|
2024
Q1 | $949K | Sell |
5,421
-106
| -2% | -$18.6K | 0.12% | 102 |
|
|
2023
Q4 | $939K | Buy |
5,527
+143
| +3% | +$24.3K | 0.14% | 92 |
|
|
2023
Q3 | $912K | Sell |
5,384
-262
| -5% | -$44.4K | 0.16% | 85 |
|
|
2023
Q2 | $1.05M | Buy |
5,646
+365
| +7% | +$67.6K | 0.18% | 75 |
|
|
2023
Q1 | $963K | Buy |
5,281
+162
| +3% | +$29.5K | 0.17% | 77 |
|
|
2022
Q4 | $930K | Buy |
5,119
+370
| +8% | +$67.2K | 0.18% | 72 |
|
|
2022
Q3 | $775K | Buy |
4,749
+19
| +0.4% | +$3.1K | 0.14% | 78 |
|
|
2022
Q2 | $788K | Buy |
4,730
+1,030
| +28% | +$172K | 0.14% | 78 |
|
|
2022
Q1 | $619K | Sell |
3,700
-38
| -1% | -$6.36K | 0.27% | 66 |
|
|
2021
Q4 | $649K | Buy |
+3,738
| New | +$649K | 0.28% | 65 |
|