Lido Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2M | Buy |
99,721
+4,117
| +4% | +$544K | 0.05% | 202 |
|
|
2025
Q1 | $14.3M | Buy |
95,604
+6,825
| +8% | +$1.02M | 0.06% | 175 |
|
|
2024
Q4 | $13.6M | Buy |
88,779
+5,819
| +7% | +$891K | 0.06% | 167 |
|
|
2024
Q3 | $14.1M | Sell |
82,960
-1,850
| -2% | -$315K | 0.07% | 141 |
|
|
2024
Q2 | $14M | Buy |
84,810
+1,848
| +2% | +$305K | 0.08% | 129 |
|
|
2024
Q1 | $14.6M | Sell |
82,962
-83,720
| -50% | -$14.8M | 0.09% | 122 |
|
|
2023
Q4 | $28.5M | Buy |
166,682
+8,020
| +5% | +$1.37M | 0.19% | 49 |
|
|
2023
Q3 | $26.9M | Buy |
158,662
+7,952
| +5% | +$1.35M | 0.2% | 48 |
|
|
2023
Q2 | $27.9M | Sell |
150,710
-3,231
| -2% | -$598K | 0.2% | 52 |
|
|
2023
Q1 | $28.1M | Sell |
153,941
-24,813
| -14% | -$4.52M | 0.27% | 42 |
|
|
2022
Q4 | $32.3M | Buy |
178,754
+34,397
| +24% | +$6.21M | 0.39% | 29 |
|
|
2022
Q3 | $23.6M | Sell |
144,357
-2,522
| -2% | -$412K | 0.3% | 35 |
|
|
2022
Q2 | $24.5M | Buy |
146,879
+8,253
| +6% | +$1.38M | 0.32% | 32 |
|
|
2022
Q1 | $23.2M | Buy |
138,626
+18,079
| +15% | +$3.03M | 0.26% | 35 |
|
|
2021
Q4 | $20.9M | Buy |
120,547
+14,233
| +13% | +$2.47M | 0.23% | 39 |
|
|
2021
Q3 | $16M | Buy |
106,314
+19,175
| +22% | +$2.88M | 0.22% | 47 |
|
|
2021
Q2 | $12.9M | Sell |
87,139
-6,714
| -7% | -$995K | 0.18% | 61 |
|
|
2021
Q1 | $13.3M | Buy |
93,853
+14,750
| +19% | +$2.09M | 0.23% | 47 |
|
|
2020
Q4 | $11.8M | Buy |
79,103
+10,604
| +15% | +$1.58M | 0.25% | 43 |
|
|
2020
Q3 | $9.49M | Sell |
68,499
-5,212
| -7% | -$722K | 0.24% | 45 |
|
|
2020
Q2 | $9.75M | Buy |
73,711
+20,483
| +38% | +$2.71M | 0.29% | 40 |
|
|
2020
Q1 | $6.39M | Buy |
53,228
+11,260
| +27% | +$1.35M | 0.27% | 48 |
|
|
2019
Q4 | $5.77M | Buy |
41,968
+4,560
| +12% | +$627K | 0.23% | 62 |
|
|
2019
Q3 | $5.13M | Buy |
37,408
+19,526
| +109% | +$2.68M | 0.26% | 53 |
|
|
2019
Q2 | $2.34M | Sell |
17,882
-97
| -0.5% | -$12.7K | 0.13% | 86 |
|
|
2019
Q1 | $2.2M | Buy |
17,979
+4,110
| +30% | +$504K | 0.14% | 88 |
|
|
2018
Q4 | $1.55M | Buy |
13,869
+880
| +7% | +$98K | 0.15% | 84 |
|
|
2018
Q3 | $1.45M | Buy |
12,989
+709
| +6% | +$79.3K | 0.14% | 84 |
|
|
2018
Q2 | $1.34M | Buy |
12,280
+704
| +6% | +$76.6K | 0.15% | 88 |
|
|
2018
Q1 | $1.26M | Buy |
11,576
+2,851
| +33% | +$311K | 0.17% | 75 |
|
|
2017
Q4 | $1.05M | Buy |
8,725
+1,037
| +13% | +$124K | 0.15% | 77 |
|
|
2017
Q3 | $847K | Sell |
7,688
-1,560
| -17% | -$172K | 0.14% | 87 |
|
|
2017
Q2 | $1.07M | Buy |
9,248
+555
| +6% | +$64.1K | 0.22% | 62 |
|
|
2017
Q1 | $984K | Sell |
8,693
-116
| -1% | -$13.1K | 0.27% | 55 |
|
|
2016
Q4 | $922K | Buy |
8,809
+2,389
| +37% | +$250K | 0.23% | 44 |
|
|
2016
Q3 | $698K | Buy |
6,420
+1,274
| +25% | +$139K | 0.21% | 47 |
|
|
2016
Q2 | $545K | Buy |
5,146
+335
| +7% | +$35.5K | 0.17% | 57 |
|
|
2016
Q1 | $493K | Buy |
+4,811
| New | +$493K | 0.17% | 60 |
|