Guardian 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 | $2.1M | Buy |
15,895
+81
| +0.5% | +$10.7K | 1.4% | 30 |
|
|
2025
Q1 | $2.37M | Buy |
15,814
+3,319
| +27% | +$498K | 1.58% | 26 |
|
|
2024
Q4 | $1.9M | Sell |
12,495
-2,805
| -18% | -$427K | 1.29% | 28 |
|
|
2024
Q3 | $2.6M | Buy |
15,300
+233
| +2% | +$39.6K | 1.83% | 20 |
|
|
2024
Q2 | $2.48M | Buy |
15,067
+247
| +2% | +$40.7K | 1.9% | 16 |
|
|
2024
Q1 | $2.59M | Buy |
14,820
+326
| +2% | +$57.1K | 2% | 16 |
|
|
2023
Q4 | $2.46M | Sell |
14,494
-1
| -0% | -$170 | 2.08% | 16 |
|
|
2023
Q3 | $2.46M | Buy |
14,495
+32
| +0.2% | +$5.42K | 2.3% | 13 |
|
|
2023
Q2 | $2.68M | Buy |
14,463
+346
| +2% | +$64.1K | 2.45% | 9 |
|
|
2023
Q1 | $2.57M | Buy |
14,117
+250
| +2% | +$45.6K | 2.48% | 8 |
|
|
2022
Q4 | $2.51M | Buy |
13,867
+461
| +3% | +$83.3K | 2.47% | 8 |
|
|
2022
Q3 | $2.19M | Buy |
13,406
+197
| +1% | +$32.2K | 2.48% | 9 |
|
|
2022
Q2 | $2.2M | Buy |
13,209
+843
| +7% | +$140K | 2.37% | 7 |
|
|
2022
Q1 | $2.07M | Buy |
12,366
+234
| +2% | +$39.2K | 2.06% | 11 |
|
|
2021
Q4 | $2.11M | Buy |
+12,132
| New | +$2.11M | 2.03% | 15 |
|