IHT 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 | $4.77M | Buy |
36,117
+1,736
| +5% | +$229K | 0.13% | 160 |
|
|
2025
Q1 | $5.15M | Buy |
34,381
+8,630
| +34% | +$1.29M | 0.16% | 130 |
|
|
2024
Q4 | $3.92M | Sell |
25,751
-6,516
| -20% | -$991K | 0.13% | 158 |
|
|
2024
Q3 | $5.49M | Buy |
32,267
+5,220
| +19% | +$889K | 0.16% | 125 |
|
|
2024
Q2 | $4.46M | Sell |
27,047
-349
| -1% | -$57.6K | 0.17% | 123 |
|
|
2024
Q1 | $4.79M | Buy |
27,396
+1,254
| +5% | +$219K | 0.19% | 107 |
|
|
2023
Q4 | $4.44M | Sell |
26,142
-2,727
| -9% | -$463K | 0.2% | 109 |
|
|
2023
Q3 | $4.89M | Buy |
28,869
+1,553
| +6% | +$263K | 0.25% | 90 |
|
|
2023
Q2 | $5.06M | Buy |
27,316
+2,197
| +9% | +$407K | 0.26% | 82 |
|
|
2023
Q1 | $4.58M | Buy |
25,119
+5,575
| +29% | +$1.02M | 0.26% | 82 |
|
|
2022
Q4 | $3.53M | Sell |
19,544
-1,371
| -7% | -$248K | 0.22% | 105 |
|
|
2022
Q3 | $3.42M | Buy |
20,915
+6,799
| +48% | +$1.11M | 0.26% | 85 |
|
|
2022
Q2 | $2.35M | Buy |
14,116
+73
| +0.5% | +$12.2K | 0.21% | 105 |
|
|
2022
Q1 | $2.35M | Buy |
14,043
+259
| +2% | +$43.4K | 0.18% | 123 |
|
|
2021
Q4 | $2.39M | Sell |
13,784
-507
| -4% | -$88.1K | 0.18% | 123 |
|
|
2021
Q3 | $2.15M | Sell |
14,291
-8,185
| -36% | -$1.23M | 0.17% | 129 |
|
|
2021
Q2 | $3.33M | Buy |
22,476
+4,868
| +28% | +$721K | 0.21% | 104 |
|
|
2021
Q1 | $2.49M | Sell |
17,608
-1,020
| -5% | -$144K | 0.18% | 128 |
|
|
2020
Q4 | $2.76M | Buy |
18,628
+3,425
| +23% | +$508K | 0.23% | 104 |
|
|
2020
Q3 | $2.11M | Buy |
15,203
+176
| +1% | +$24.4K | 0.21% | 109 |
|
|
2020
Q2 | $1.99M | Buy |
15,027
+955
| +7% | +$126K | 0.27% | 87 |
|
|
2020
Q1 | $1.69M | Sell |
14,072
-1,383
| -9% | -$166K | 0.24% | 97 |
|
|
2019
Q4 | $2.11M | Sell |
15,455
-864
| -5% | -$118K | 0.25% | 91 |
|
|
2019
Q3 | $2.23M | Buy |
16,319
+5,257
| +48% | +$720K | 0.3% | 77 |
|
|
2019
Q2 | $1.45M | Sell |
11,062
-176
| -2% | -$23.1K | 0.21% | 115 |
|
|
2019
Q1 | $1.38M | Sell |
11,238
-2,854
| -20% | -$350K | 0.23% | 107 |
|
|
2018
Q4 | $1.56M | Sell |
14,092
-1,495
| -10% | -$165K | 0.3% | 92 |
|
|
2018
Q3 | $1.74M | Buy |
15,587
+864
| +6% | +$96.6K | 0.38% | 61 |
|
|
2018
Q2 | $1.6M | Buy |
14,723
+3,688
| +33% | +$402K | 0.41% | 60 |
|
|
2018
Q1 | $1.18M | Sell |
11,035
-184
| -2% | -$19.7K | 0.32% | 69 |
|
|
2017
Q4 | $1.32M | Buy |
11,219
+3,601
| +47% | +$425K | 0.35% | 62 |
|
|
2017
Q3 | $838K | Buy |
7,618
+73
| +1% | +$8.03K | 0.36% | 70 |
|
|
2017
Q2 | $349 | Buy |
7,545
+4,092
| +119% | +$189 | 0.17% | 148 |
|
|
2017
Q1 | $387K | Sell |
3,453
-371
| -10% | -$41.6K | 0.26% | 95 |
|
|
2016
Q4 | $400K | Buy |
+3,824
| New | +$400K | 0.3% | 82 |
|