Investment Advisory Services’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Sell |
14,657
-547
| -4% | -$72.2K | 0.65% | 40 |
|
|
2025
Q1 | $2.28M | Sell |
15,204
-96
| -0.6% | -$14.4K | 0.82% | 33 |
|
|
2024
Q4 | $2.33M | Sell |
15,300
-719
| -4% | -$109K | 0.82% | 33 |
|
|
2024
Q3 | $2.72M | Sell |
16,019
-284
| -2% | -$48.3K | 0.96% | 25 |
|
|
2024
Q2 | $2.69M | Sell |
16,303
-204
| -1% | -$33.6K | 0.99% | 28 |
|
|
2024
Q1 | $2.89M | Sell |
16,507
-242
| -1% | -$42.4K | 1.06% | 27 |
|
|
2023
Q4 | $2.84M | Sell |
16,749
-44
| -0.3% | -$7.47K | 1.12% | 23 |
|
|
2023
Q3 | $2.85M | Sell |
16,793
-222
| -1% | -$37.6K | 1.22% | 19 |
|
|
2023
Q2 | $3.15M | Buy |
17,015
+785
| +5% | +$145K | 1.33% | 17 |
|
|
2023
Q1 | $2.96M | Buy |
16,230
+139
| +0.9% | +$25.3K | 1.46% | 15 |
|
|
2022
Q4 | $2.93M | Buy |
16,091
+105
| +0.7% | +$19.1K | 1.51% | 15 |
|
|
2022
Q3 | $2.61M | Buy |
15,986
+128
| +0.8% | +$20.9K | 1.56% | 17 |
|
|
2022
Q2 | $2.64M | Buy |
15,858
+388
| +3% | +$64.7K | 1.53% | 16 |
|
|
2022
Q1 | $2.59M | Buy |
15,470
+100
| +0.7% | +$16.7K | 1.44% | 17 |
|
|
2021
Q4 | $2.67M | Sell |
15,370
-91
| -0.6% | -$15.8K | 1.46% | 19 |
|
|
2021
Q3 | $2.33M | Sell |
15,461
-199
| -1% | -$29.9K | 1.42% | 20 |
|
|
2021
Q2 | $2.32M | Buy |
+15,660
| New | +$2.32M | 1.43% | 17 |
|
|
2020
Q4 | $2.34M | Buy |
15,814
+91
| +0.6% | +$13.5K | 1.64% | 16 |
|
|
2020
Q3 | $2.18M | Buy |
15,723
+2
| +0% | +$277 | 1.72% | 14 |
|
|
2020
Q2 | $2.08M | Buy |
15,721
+289
| +2% | +$38.2K | 1.78% | 15 |
|
|
2020
Q1 | $1.85M | Buy |
15,432
+422
| +3% | +$50.7K | 1.99% | 15 |
|
|
2019
Q4 | $2.05M | Buy |
+15,010
| New | +$2.05M | 1.84% | 15 |
|