Jeppson 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 | $904K | Buy |
6,850
+80
| +1% | +$10.6K | 0.31% | 79 |
|
|
2025
Q1 | $1.02M | Sell |
6,770
-625
| -8% | -$93.7K | 0.37% | 71 |
|
|
2024
Q4 | $1.12M | Buy |
7,395
+282
| +4% | +$42.9K | 0.41% | 65 |
|
|
2024
Q3 | $1.21M | Hold |
7,113
| – | – | 0.43% | 64 |
|
|
2024
Q2 | $1.17M | Sell |
7,113
-307
| -4% | -$50.6K | 0.45% | 59 |
|
|
2024
Q1 | $1.3M | Sell |
7,420
-60
| -0.8% | -$10.5K | 0.5% | 55 |
|
|
2023
Q4 | $1.27M | Buy |
7,480
+27
| +0.4% | +$4.59K | 0.53% | 54 |
|
|
2023
Q3 | $1.26M | Sell |
7,453
-930
| -11% | -$158K | 0.58% | 43 |
|
|
2023
Q2 | $1.55M | Sell |
8,383
-290
| -3% | -$53.7K | 0.68% | 34 |
|
|
2023
Q1 | $1.58M | Sell |
8,673
-95
| -1% | -$17.3K | 0.69% | 32 |
|
|
2022
Q4 | $1.58M | Sell |
8,768
-175
| -2% | -$31.6K | 0.67% | 33 |
|
|
2022
Q3 | $1.46M | Hold |
8,943
| – | – | 0.66% | 33 |
|
|
2022
Q2 | $1.49M | Buy |
8,943
+3,965
| +80% | +$661K | 0.64% | 35 |
|
|
2022
Q1 | $833K | Sell |
4,978
-80
| -2% | -$13.4K | 0.39% | 64 |
|
|
2021
Q4 | $879K | Hold |
5,058
| – | – | 0.42% | 59 |
|
|
2021
Q3 | $760K | Hold |
5,058
| – | – | 0.4% | 61 |
|
|
2021
Q2 | $749K | Sell |
5,058
-190
| -4% | -$28.1K | 0.41% | 63 |
|
|
2021
Q1 | $742K | Buy |
5,248
+190
| +4% | +$26.9K | 0.44% | 54 |
|
|
2020
Q4 | $750K | Sell |
5,058
-195
| -4% | -$28.9K | 0.5% | 52 |
|
|
2020
Q3 | $728K | Buy |
+5,253
| New | +$728K | 0.57% | 44 |
|