Journey Advisory Group’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.91M | Buy |
44,735
+6,592
| +17% | +$870K | 0.46% | 56 |
|
2025
Q1 | $5.72M | Buy |
38,143
+9,062
| +31% | +$1.36M | 0.47% | 57 |
|
2024
Q4 | $4.8M | Hold |
29,081
| – | – | 0.57% | 49 |
|
2024
Q3 | $4.8M | Buy |
29,081
+620
| +2% | +$102K | 0.57% | 49 |
|
2024
Q2 | $4.69M | Sell |
28,461
-1,499
| -5% | -$247K | 0.56% | 53 |
|
2024
Q1 | $5.24M | Sell |
29,960
-448
| -1% | -$78.4K | 0.65% | 42 |
|
2023
Q4 | $5.16M | Sell |
30,408
-280
| -0.9% | -$47.6K | 0.7% | 39 |
|
2023
Q3 | $5.2M | Buy |
30,688
+486
| +2% | +$82.3K | 0.78% | 36 |
|
2023
Q2 | $5.59M | Buy |
30,202
+685
| +2% | +$127K | 0.83% | 36 |
|
2023
Q1 | $5.38M | Sell |
29,517
-419
| -1% | -$76.4K | 0.84% | 28 |
|
2022
Q4 | $5.41M | Buy |
29,936
+960
| +3% | +$173K | 1.35% | 15 |
|
2022
Q3 | $4.73M | Buy |
28,976
+678
| +2% | +$111K | 1.21% | 18 |
|
2022
Q2 | $5.01M | Buy |
28,298
+3,600
| +15% | +$637K | 1.15% | 19 |
|
2022
Q1 | $4.13M | Buy |
24,698
+2,519
| +11% | +$422K | 1.05% | 20 |
|
2021
Q4 | $3.85M | Buy |
22,179
+929
| +4% | +$161K | 1.06% | 21 |
|
2021
Q3 | $3.2M | Sell |
21,250
-458
| -2% | -$68.9K | 1.04% | 23 |
|
2021
Q2 | $3.22M | Buy |
21,708
+1,000
| +5% | +$148K | 1.02% | 25 |
|
2021
Q1 | $2.93M | Buy |
20,708
+714
| +4% | +$101K | 1.02% | 26 |
|
2020
Q4 | $2.97M | Buy |
+19,994
| New | +$2.97M | 1.11% | 25 |
|