HHM Wealth Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Sell |
2,885
-182
| -6% | -$24K | 0.05% | 135 |
|
|
2025
Q1 | $460K | Buy |
3,067
+127
| +4% | +$19K | 0.06% | 110 |
|
|
2024
Q4 | $447K | Buy |
2,940
+938
| +47% | +$143K | 0.06% | 113 |
|
|
2024
Q3 | $341K | Buy |
2,002
+139
| +7% | +$23.6K | 0.05% | 127 |
|
|
2024
Q2 | $307K | Sell |
1,863
-113
| -6% | -$18.6K | 0.05% | 131 |
|
|
2024
Q1 | $346K | Hold |
1,976
| – | – | 0.06% | 100 |
|
|
2023
Q4 | $336K | Sell |
1,976
-167
| -8% | -$28.4K | 0.06% | 92 |
|
|
2023
Q3 | $363K | Buy |
2,143
+83
| +4% | +$14.1K | 0.07% | 82 |
|
|
2023
Q2 | $382K | Sell |
2,060
-10
| -0.5% | -$1.85K | 0.07% | 86 |
|
|
2023
Q1 | $377K | Buy |
2,070
+193
| +10% | +$35.2K | 0.08% | 79 |
|
|
2022
Q4 | $339K | Hold |
1,877
| – | – | 0.08% | 86 |
|
|
2022
Q3 | $306K | Sell |
1,877
-435
| -19% | -$70.9K | 0.08% | 78 |
|
|
2022
Q2 | $385K | Buy |
2,312
+97
| +4% | +$16.2K | 0.1% | 75 |
|
|
2022
Q1 | $371K | Buy |
2,215
+501
| +29% | +$83.9K | 0.09% | 91 |
|
|
2021
Q4 | $298K | Buy |
1,714
+31
| +2% | +$5.39K | 0.07% | 103 |
|
|
2021
Q3 | $253K | Sell |
1,683
-85
| -5% | -$12.8K | 0.07% | 108 |
|
|
2021
Q2 | $262K | Sell |
1,768
-258
| -13% | -$38.2K | 0.07% | 112 |
|
|
2021
Q1 | $287K | Buy |
2,026
+120
| +6% | +$17K | 0.09% | 91 |
|
|
2020
Q4 | $283K | Buy |
1,906
+215
| +13% | +$31.9K | 0.1% | 81 |
|
|
2020
Q3 | $234K | Buy |
1,691
+55
| +3% | +$7.61K | 0.09% | 79 |
|
|
2020
Q2 | $216K | Buy |
1,636
+85
| +5% | +$11.2K | 0.09% | 80 |
|
|
2020
Q1 | $186K | Buy |
+1,551
| New | +$186K | 0.09% | 79 |
|