Marcum Wealth’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.33M | Sell |
8,890
-233
| -3% | -$34.9K | 0.12% | 88 |
|
|
2024
Q4 | $1.39M | Buy |
9,123
+37
| +0.4% | +$5.63K | 0.12% | 86 |
|
|
2024
Q3 | $1.55M | Buy |
9,086
+189
| +2% | +$32.1K | 0.14% | 76 |
|
|
2024
Q2 | $1.47M | Buy |
8,897
+190
| +2% | +$31.3K | 0.15% | 75 |
|
|
2024
Q1 | $1.52M | Sell |
8,707
-416
| -5% | -$72.8K | 0.15% | 69 |
|
|
2023
Q4 | $1.55M | Buy |
9,123
+289
| +3% | +$49.1K | 0.16% | 69 |
|
|
2023
Q3 | $1.5M | Buy |
8,834
+70
| +0.8% | +$11.9K | 0.18% | 64 |
|
|
2023
Q2 | $1.62M | Buy |
8,764
+73
| +0.8% | +$13.5K | 0.19% | 58 |
|
|
2023
Q1 | $1.58M | Sell |
8,691
-659
| -7% | -$120K | 0.2% | 58 |
|
|
2022
Q4 | $1.69M | Buy |
9,350
+340
| +4% | +$61.4K | 0.22% | 52 |
|
|
2022
Q3 | $1.47M | Buy |
9,010
+113
| +1% | +$18.4K | 0.22% | 57 |
|
|
2022
Q2 | $1.48M | Buy |
8,897
+222
| +3% | +$37K | 0.22% | 58 |
|
|
2022
Q1 | $1.45M | Sell |
8,675
-854
| -9% | -$143K | 0.2% | 69 |
|
|
2021
Q4 | $1.66M | Sell |
9,529
-954
| -9% | -$166K | 0.23% | 61 |
|
|
2021
Q3 | $1.58M | Buy |
10,483
+545
| +5% | +$82K | 0.25% | 55 |
|
|
2021
Q2 | $1.47M | Sell |
9,938
-114
| -1% | -$16.9K | 0.24% | 53 |
|
|
2021
Q1 | $1.42M | Buy |
10,052
+5,015
| +100% | +$709K | 0.23% | 57 |
|
|
2020
Q4 | $747K | Buy |
5,037
+2,944
| +141% | +$437K | 0.18% | 46 |
|
|
2020
Q3 | $290K | Sell |
2,093
-330
| -14% | -$45.7K | 0.09% | 86 |
|
|
2020
Q2 | $320K | Buy |
2,423
+192
| +9% | +$25.4K | 0.1% | 82 |
|
|
2020
Q1 | $268K | Buy |
2,231
+90
| +4% | +$10.8K | 0.1% | 71 |
|
|
2019
Q4 | $293K | Buy |
+2,141
| New | +$293K | 0.11% | 79 |
|