Laraway Financial Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $588K | Buy |
4,457
+1
| +0% | +$132 | 0.45% | 54 |
|
|
2025
Q1 | $668K | Buy |
4,456
+1
| +0% | +$150 | 0.53% | 47 |
|
|
2024
Q4 | $677K | Buy |
4,455
+470
| +12% | +$71.5K | 0.52% | 48 |
|
|
2024
Q3 | $678K | Sell |
3,985
-24
| -0.6% | -$4.08K | 0.54% | 53 |
|
|
2024
Q2 | $661K | Buy |
4,009
+1
| +0% | +$165 | 0.56% | 50 |
|
|
2024
Q1 | $702K | Hold |
4,008
| – | – | 0.62% | 49 |
|
|
2023
Q4 | $681K | Hold |
4,008
| – | – | 0.65% | 47 |
|
|
2023
Q3 | $679K | Hold |
4,008
| – | – | 0.71% | 44 |
|
|
2023
Q2 | $742K | Sell |
4,008
-159
| -4% | -$29.4K | 0.73% | 43 |
|
|
2023
Q1 | $760K | Sell |
4,167
-249
| -6% | -$45.4K | 0.77% | 40 |
|
|
2022
Q4 | $798K | Sell |
4,416
-24
| -0.5% | -$4.34K | 0.83% | 37 |
|
|
2022
Q3 | $725K | Hold |
4,440
| – | – | 0.81% | 37 |
|
|
2022
Q2 | $740K | Sell |
4,440
-140
| -3% | -$23.3K | 0.79% | 37 |
|
|
2022
Q1 | $767K | Hold |
4,580
| – | – | 0.7% | 44 |
|
|
2021
Q4 | $796K | Buy |
+4,580
| New | +$796K | 0.71% | 45 |
|