IAA
Independent Advisor Alliance’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Sell |
84,033
-21,773
| -21% | -$2.87M | 0.32% | 53 |
|
|
2025
Q1 | $15.9M | Sell |
105,806
-101
| -0.1% | -$15.1K | 0.52% | 33 |
|
|
2024
Q4 | $16.1M | Sell |
105,907
-596
| -0.6% | -$90.6K | 0.21% | 98 |
|
|
2024
Q3 | $18.1M | Sell |
106,503
-515
| -0.5% | -$87.6K | 0.66% | 27 |
|
|
2024
Q2 | $17.7M | Buy |
107,018
+1,732
| +2% | +$286K | 0.6% | 32 |
|
|
2024
Q1 | $18.4M | Buy |
105,286
+412
| +0.4% | +$72.1K | 0.67% | 34 |
|
|
2023
Q4 | $17.8M | Buy |
104,874
+327
| +0.3% | +$55.5K | 0.64% | 34 |
|
|
2023
Q3 | $17.7M | Sell |
104,547
-2,919
| -3% | -$495K | 0.8% | 25 |
|
|
2023
Q2 | $19.9M | Buy |
107,466
+2,250
| +2% | +$417K | 0.88% | 23 |
|
|
2023
Q1 | $19.2M | Buy |
105,216
+6,972
| +7% | +$1.27M | 0.92% | 22 |
|
|
2022
Q4 | $17.7K | Sell |
98,244
-3,075
| -3% | -$556 | 0.01% | 157 |
|
|
2022
Q3 | $16.5M | Buy |
101,319
+4,165
| +4% | +$680K | 0.96% | 18 |
|
|
2022
Q2 | $16.2M | Buy |
97,154
+987
| +1% | +$164K | 0.9% | 23 |
|
|
2022
Q1 | $16.1M | Buy |
96,167
+770
| +0.8% | +$129K | 0.77% | 28 |
|
|
2021
Q4 | $16.6M | Buy |
95,397
+3,751
| +4% | +$652K | 0.82% | 25 |
|
|
2021
Q3 | $13.8M | Buy |
91,646
+2,099
| +2% | +$316K | 0.77% | 26 |
|
|
2021
Q2 | $13.3M | Sell |
89,547
-9,361
| -9% | -$1.39M | 0.73% | 29 |
|
|
2021
Q1 | $14M | Buy |
98,908
+4,732
| +5% | +$669K | 0.83% | 25 |
|
|
2020
Q4 | $14M | Buy |
94,176
+5,061
| +6% | +$751K | 0.95% | 21 |
|
|
2020
Q3 | $12.4M | Buy |
89,115
+43,470
| +95% | +$6.02M | 0.94% | 23 |
|
|
2020
Q2 | $6.04M | Sell |
45,645
-2,037
| -4% | -$269K | 0.65% | 29 |
|
|
2020
Q1 | $5.73M | Sell |
47,682
-6,761
| -12% | -$812K | 0.83% | 23 |
|
|
2019
Q4 | $7.44M | Buy |
54,443
+685
| +1% | +$93.6K | 0.32% | 68 |
|
|
2019
Q3 | $7.34M | Sell |
53,758
-504
| -0.9% | -$68.9K | 0.9% | 26 |
|
|
2019
Q2 | $6.19M | Buy |
54,262
+48,938
| +919% | +$5.58M | 0.9% | 24 |
|
|
2019
Q1 | $6.05M | Sell |
5,324
-40,427
| -88% | -$45.9M | 0.85% | 28 |
|
|
2018
Q4 | $5.06M | Buy |
45,751
+6,501
| +17% | +$719K | 0.9% | 31 |
|
|
2018
Q3 | $4.18M | Buy |
39,250
+974
| +3% | +$104K | 0.75% | 24 |
|
|
2018
Q2 | $3.99M | Buy |
38,276
+4,211
| +12% | +$438K | 0.83% | 27 |
|
|
2018
Q1 | $3.65M | Buy |
34,065
+488
| +1% | +$52.2K | 0.81% | 28 |
|
|
2017
Q4 | $3.96M | Buy |
33,577
+1,217
| +4% | +$144K | 0.89% | 28 |
|
|
2017
Q3 | $3.56M | Buy |
32,360
+1,635
| +5% | +$180K | 0.98% | 27 |
|
|
2017
Q2 | $3.51M | Sell |
30,725
-1,499
| -5% | -$171K | 1.12% | 23 |
|
|
2017
Q1 | $3.61M | Buy |
32,224
+1,640
| +5% | +$184K | 0.57% | 53 |
|
|
2016
Q4 | $3.16M | Buy |
+30,584
| New | +$3.16M | 1.35% | 16 |
|