Lyell 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 | $1.19M | Sell |
9,048
-3,173
| -26% | -$419K | 0.09% | 112 |
|
|
2025
Q1 | $1.83M | Sell |
12,221
-1,601
| -12% | -$240K | 0.17% | 96 |
|
|
2024
Q4 | $2.1M | Sell |
13,822
-16,832
| -55% | -$2.56M | 0.19% | 94 |
|
|
2024
Q3 | $5.21M | Sell |
30,654
-182
| -0.6% | -$30.9K | 0.47% | 65 |
|
|
2024
Q2 | $5.09M | Buy |
30,836
+2,364
| +8% | +$390K | 0.49% | 64 |
|
|
2024
Q1 | $4.98M | Sell |
28,472
-1,431
| -5% | -$250K | 0.51% | 67 |
|
|
2023
Q4 | $5.08M | Buy |
29,903
+1,905
| +7% | +$324K | 0.58% | 63 |
|
|
2023
Q3 | $4.74M | Buy |
27,998
+1,113
| +4% | +$189K | 0.64% | 58 |
|
|
2023
Q2 | $4.98M | Buy |
26,885
+2,358
| +10% | +$437K | 0.64% | 58 |
|
|
2023
Q1 | $4.47M | Sell |
24,527
-633
| -3% | -$115K | 0.63% | 57 |
|
|
2022
Q4 | $4.55M | Buy |
25,160
+27
| +0.1% | +$4.88K | 0.72% | 51 |
|
|
2022
Q3 | $4.1M | Buy |
25,133
+210
| +0.8% | +$34.3K | 0.7% | 55 |
|
|
2022
Q2 | $4.15M | Sell |
24,923
-1,763
| -7% | -$294K | 0.68% | 54 |
|
|
2022
Q1 | $4.47M | Sell |
26,686
-836
| -3% | -$140K | 0.57% | 66 |
|
|
2021
Q4 | $4.81M | Buy |
27,522
+597
| +2% | +$104K | 0.55% | 64 |
|
|
2021
Q3 | $4.05M | Buy |
26,925
+1,901
| +8% | +$286K | 0.49% | 69 |
|
|
2021
Q2 | $3.71M | Buy |
25,024
+1,598
| +7% | +$237K | 0.46% | 69 |
|
|
2021
Q1 | $3.31M | Buy |
23,426
+3,199
| +16% | +$453K | 0.48% | 70 |
|
|
2020
Q4 | $3.02M | Buy |
20,227
+2,913
| +17% | +$435K | 0.48% | 64 |
|
|
2020
Q3 | $2.4M | Buy |
17,314
+4,494
| +35% | +$623K | 0.45% | 63 |
|
|
2020
Q2 | $1.7M | Buy |
12,820
+7,561
| +144% | +$1M | 0.37% | 66 |
|
|
2020
Q1 | $632K | Buy |
+5,259
| New | +$632K | 0.19% | 77 |
|