KLI
Kelman-Lazarov Inc’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Buy |
1,717
+134
| +8% | +$17.7K | 0.04% | 113 |
|
|
2025
Q1 | $237K | Sell |
1,583
-60
| -4% | -$9K | 0.04% | 111 |
|
|
2024
Q4 | $250K | Buy |
1,643
+84
| +5% | +$12.8K | 0.05% | 95 |
|
|
2024
Q3 | $265K | Hold |
1,559
| – | – | 0.05% | 95 |
|
|
2024
Q2 | $257K | Buy |
1,559
+37
| +2% | +$6.1K | 0.05% | 93 |
|
|
2024
Q1 | $266K | Sell |
1,522
-606
| -28% | -$106K | 0.05% | 90 |
|
|
2023
Q4 | $361K | Buy |
2,128
+55
| +3% | +$9.34K | 0.08% | 80 |
|
|
2023
Q3 | $351K | Sell |
2,073
-36
| -2% | -$6.1K | 0.08% | 75 |
|
|
2023
Q2 | $391K | Buy |
2,109
+60
| +3% | +$11.1K | 0.09% | 73 |
|
|
2023
Q1 | $374K | Sell |
2,049
-3
| -0.1% | -$547 | 0.1% | 71 |
|
|
2022
Q4 | $371K | Sell |
2,052
-266
| -11% | -$48.1K | 0.1% | 70 |
|
|
2022
Q3 | $378K | Hold |
2,318
| – | – | 0.13% | 59 |
|
|
2022
Q2 | $386K | Sell |
2,318
-50
| -2% | -$8.33K | 0.13% | 57 |
|
|
2022
Q1 | $396K | Hold |
2,368
| – | – | 0.13% | 58 |
|
|
2021
Q4 | $411K | Hold |
2,368
| – | – | 0.13% | 59 |
|
|
2021
Q3 | $356K | Sell |
2,368
-76
| -3% | -$11.4K | 0.12% | 59 |
|
|
2021
Q2 | $362K | Sell |
2,444
-145
| -6% | -$21.5K | 0.13% | 58 |
|
|
2021
Q1 | $366K | Hold |
2,589
| – | – | 0.13% | 55 |
|
|
2020
Q4 | $384K | Buy |
2,589
+50
| +2% | +$7.42K | 0.15% | 50 |
|
|
2020
Q3 | $352K | Hold |
2,539
| – | – | 0.16% | 52 |
|
|
2020
Q2 | $336K | Sell |
2,539
-75
| -3% | -$9.93K | 0.16% | 54 |
|
|
2020
Q1 | $314K | Sell |
2,614
-100
| -4% | -$12K | 0.17% | 55 |
|
|
2019
Q4 | $371K | Sell |
2,714
-41
| -1% | -$5.61K | 0.17% | 67 |
|
|
2019
Q3 | $378K | Hold |
2,755
| – | – | 0.19% | 68 |
|
|
2019
Q2 | $361K | Sell |
2,755
-240
| -8% | -$31.4K | 0.19% | 68 |
|
|
2019
Q1 | $367K | Buy |
2,995
+277
| +10% | +$33.9K | 0.19% | 73 |
|
|
2018
Q4 | $300K | Sell |
2,718
-2,269
| -45% | -$250K | 0.19% | 80 |
|
|
2018
Q3 | $558K | Sell |
4,987
-2,378
| -32% | -$266K | 0.33% | 65 |
|
|
2018
Q2 | $802K | Buy |
7,365
+49
| +0.7% | +$5.34K | 0.43% | 60 |
|
|
2018
Q1 | $799K | Sell |
7,316
-264
| -3% | -$28.8K | 0.43% | 59 |
|
|
2017
Q4 | $909K | Sell |
7,580
-138
| -2% | -$16.5K | 0.46% | 57 |
|
|
2017
Q3 | $860K | Sell |
7,718
-50
| -0.6% | -$5.57K | 0.45% | 60 |
|
|
2017
Q2 | $897K | Sell |
7,768
-250
| -3% | -$28.9K | 0.49% | 62 |
|
|
2017
Q1 | $897K | Hold |
8,018
| – | – | 0.58% | 55 |
|
|
2016
Q4 | $839K | Sell |
8,018
-355
| -4% | -$37.1K | 0.47% | 61 |
|
|
2016
Q3 | $897K | Buy |
8,373
+35
| +0.4% | +$3.75K | 0.51% | 60 |
|
|
2016
Q2 | $881K | Buy |
8,338
+320
| +4% | +$33.8K | 0.5% | 60 |
|
|
2016
Q1 | $832K | Buy |
+8,018
| New | +$832K | 0.49% | 62 |
|