IFP 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 | $2.54M | Sell |
19,214
-435
| -2% | -$57.4K | 0.07% | 303 |
|
|
2025
Q1 | $2.95M | Buy |
19,649
+992
| +5% | +$149K | 0.09% | 258 |
|
|
2024
Q4 | $2.84M | Sell |
18,657
-5,022
| -21% | -$764K | 0.09% | 245 |
|
|
2024
Q3 | $4.03M | Buy |
23,679
+2,158
| +10% | +$367K | 0.15% | 148 |
|
|
2024
Q2 | $3.55M | Sell |
21,521
-1,602
| -7% | -$264K | 0.14% | 149 |
|
|
2024
Q1 | $4.05M | Buy |
23,123
+2,809
| +14% | +$492K | 0.18% | 121 |
|
|
2023
Q4 | $3.45M | Sell |
20,314
-1,768
| -8% | -$300K | 0.16% | 132 |
|
|
2023
Q3 | $3.74M | Buy |
22,082
+3,309
| +18% | +$561K | 0.17% | 119 |
|
|
2023
Q2 | $3.48M | Sell |
18,773
-520
| -3% | -$96.3K | 0.15% | 140 |
|
|
2023
Q1 | $1.81M | Sell |
19,293
-25,577
| -57% | -$2.4M | 0.08% | 251 |
|
|
2022
Q4 | $4.24M | Sell |
44,870
-12,614
| -22% | -$1.19M | 0.11% | 178 |
|
|
2022
Q3 | $5.4M | Buy |
57,484
+8,100
| +16% | +$760K | 0.14% | 150 |
|
|
2022
Q2 | $4.63M | Hold |
49,384
| – | – | 0.15% | 151 |
|
|
2022
Q1 | $4.63M | Buy |
49,384
+27,190
| +123% | +$2.55M | 0.15% | 151 |
|
|
2021
Q4 | $3.85M | Sell |
22,194
-379
| -2% | -$65.8K | 0.08% | 156 |
|
|
2021
Q3 | $3.4M | Buy |
22,573
+2,406
| +12% | +$363K | 0.07% | 165 |
|
|
2021
Q2 | $2.99M | Sell |
20,167
-173
| -0.9% | -$25.7K | 0.06% | 177 |
|
|
2021
Q1 | $2.88M | Buy |
20,340
+1,986
| +11% | +$281K | 0.06% | 166 |
|
|
2020
Q4 | $2.72M | Sell |
18,354
-2,008
| -10% | -$297K | 0.11% | 160 |
|
|
2020
Q3 | $2.82M | Buy |
20,362
+675
| +3% | +$93.6K | 0.17% | 121 |
|
|
2020
Q2 | $2.58M | Buy |
19,687
+1,297
| +7% | +$170K | 0.2% | 104 |
|
|
2020
Q1 | $2.21M | Sell |
18,390
-149
| -0.8% | -$17.9K | 0.22% | 106 |
|
|
2019
Q4 | $2.56M | Sell |
18,539
-13,626
| -42% | -$1.88M | 0.19% | 124 |
|
|
2019
Q3 | $4.37M | Buy |
+32,165
| New | +$4.37M | 0.29% | 76 |
|
|
2019
Q1 | $1.03M | Sell |
8,390
-15,292
| -65% | -$1.87M | 0.14% | 156 |
|
|
2018
Q4 | $2.61M | Sell |
23,682
-11,712
| -33% | -$1.29M | 0.16% | 149 |
|
|
2018
Q3 | $3.96M | Sell |
35,394
-1,234
| -3% | -$138K | 0.16% | 145 |
|
|
2018
Q2 | $3.99M | Sell |
36,628
-2,143
| -6% | -$233K | 0.17% | 141 |
|
|
2018
Q1 | $4.65M | Hold |
38,771
| – | – | 0.21% | 99 |
|
|
2017
Q4 | $4.65M | Sell |
38,771
-36,657
| -49% | -$4.4M | 0.21% | 99 |
|
|
2017
Q3 | $8.41M | Sell |
75,428
-2,043
| -3% | -$228K | 0.33% | 59 |
|
|
2017
Q2 | $8.95M | Sell |
77,471
-3,087
| -4% | -$357K | 0.38% | 50 |
|
|
2017
Q1 | $9.01M | Sell |
80,558
-2,532
| -3% | -$283K | 0.39% | 51 |
|
|
2016
Q4 | $8.69M | Buy |
83,090
+5,865
| +8% | +$614K | 0.42% | 43 |
|
|
2016
Q3 | $8.4M | Buy |
77,225
+917
| +1% | +$99.7K | 0.44% | 39 |
|
|
2016
Q2 | $8.08M | Buy |
76,308
+67,918
| +810% | +$7.2M | 0.45% | 42 |
|
|
2016
Q1 | $1.03M | Sell |
8,390
-55,435
| -87% | -$6.78M | 0.14% | 156 |
|
|
2015
Q4 | $6.38M | Buy |
+63,825
| New | +$6.38M | 0.43% | 50 |
|