MGIA
Matthew Goff Investment Advisor’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.73M | Sell |
66,114
-56
| -0.1% | -$7.39K | 1.61% | 20 |
|
|
2025
Q1 | $9.92M | Buy |
66,170
+2,396
| +4% | +$359K | 1.83% | 19 |
|
|
2024
Q4 | $9.7M | Buy |
63,774
+232
| +0.4% | +$35.3K | 1.8% | 18 |
|
|
2024
Q3 | $10.8M | Buy |
63,542
+145
| +0.2% | +$24.7K | 2.06% | 17 |
|
|
2024
Q2 | $10.5M | Buy |
63,397
+5,695
| +10% | +$939K | 2.13% | 16 |
|
|
2024
Q1 | $10.1M | Buy |
57,702
+1,432
| +3% | +$251K | 2.04% | 18 |
|
|
2023
Q4 | $9.55M | Sell |
56,270
-102
| -0.2% | -$17.3K | 2.12% | 15 |
|
|
2023
Q3 | $9.55M | Sell |
56,372
-205
| -0.4% | -$34.7K | 2.3% | 13 |
|
|
2023
Q2 | $10.5M | Sell |
56,577
-144
| -0.3% | -$26.7K | 2.46% | 14 |
|
|
2023
Q1 | $10.3M | Sell |
56,721
-492
| -0.9% | -$89.7K | 2.57% | 14 |
|
|
2022
Q4 | $10.3M | Sell |
57,213
-375
| -0.7% | -$67.7K | 2.69% | 12 |
|
|
2022
Q3 | $9.4M | Buy |
57,588
+325
| +0.6% | +$53.1K | 2.69% | 13 |
|
|
2022
Q2 | $9.54M | Buy |
57,263
+649
| +1% | +$108K | 2.57% | 13 |
|
|
2022
Q1 | $9.48M | Sell |
56,614
-251
| -0.4% | -$42K | 2.22% | 17 |
|
|
2021
Q4 | $9.88M | Buy |
56,865
+87
| +0.2% | +$15.1K | 2.26% | 16 |
|
|
2021
Q3 | $8.54M | Buy |
56,778
+1,348
| +2% | +$203K | 2.09% | 17 |
|
|
2021
Q2 | $8.21M | Buy |
55,430
+2,615
| +5% | +$387K | 2.08% | 18 |
|
|
2021
Q1 | $7.47M | Sell |
52,815
-356
| -0.7% | -$50.4K | 2.11% | 18 |
|
|
2020
Q4 | $7.89M | Buy |
53,171
+1,612
| +3% | +$239K | 2.35% | 15 |
|
|
2020
Q3 | $7.15M | Buy |
51,559
+831
| +2% | +$115K | 2.28% | 18 |
|
|
2020
Q2 | $6.71M | Buy |
50,728
+237
| +0.5% | +$31.3K | 2.2% | 15 |
|
|
2020
Q1 | $6.06M | Buy |
50,491
+3,648
| +8% | +$438K | 2.55% | 15 |
|
|
2019
Q4 | $6.4M | Sell |
46,843
-657
| -1% | -$89.8K | 2.37% | 17 |
|
|
2019
Q3 | $6.51M | Buy |
47,500
+1,361
| +3% | +$187K | 2.69% | 13 |
|
|
2019
Q2 | $6.05M | Buy |
46,139
+1,648
| +4% | +$216K | 2.59% | 15 |
|
|
2019
Q1 | $5.45M | Buy |
44,491
+434
| +1% | +$53.2K | 2.52% | 18 |
|
|
2018
Q4 | $4.87M | Buy |
44,057
+1,304
| +3% | +$144K | 2.47% | 17 |
|
|
2018
Q3 | $4.78M | Buy |
42,753
+1,486
| +4% | +$166K | 1.92% | 24 |
|
|
2018
Q2 | $4.49M | Buy |
41,267
+14,426
| +54% | +$1.57M | 1.76% | 25 |
|
|
2018
Q1 | $2.93M | Buy |
26,841
+2,178
| +9% | +$238K | 1.23% | 30 |
|
|
2017
Q4 | $2.96M | Buy |
24,663
+1,637
| +7% | +$196K | 1.27% | 30 |
|
|
2017
Q3 | $2.57M | Buy |
23,026
+2,395
| +12% | +$267K | 1.1% | 32 |
|
|
2017
Q2 | $2.38M | Buy |
20,631
+1,874
| +10% | +$216K | 2.14% | 18 |
|
|
2017
Q1 | $2.1M | Buy |
+18,757
| New | +$2.1M | 2.01% | 19 |
|