MFA
Mayflower Financial Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Sell |
11,024
-2,098
| -16% | -$277K | 0.2% | 116 |
|
|
2025
Q1 | $1.97M | Sell |
13,122
-149
| -1% | -$22.3K | 0.3% | 80 |
|
|
2024
Q4 | $2.02M | Buy |
13,271
+487
| +4% | +$74.1K | 0.3% | 77 |
|
|
2024
Q3 | $2.17M | Sell |
12,784
-611
| -5% | -$104K | 0.33% | 71 |
|
|
2024
Q2 | $2.21M | Buy |
13,395
+67
| +0.5% | +$11.1K | 0.36% | 66 |
|
|
2024
Q1 | $2.33M | Sell |
13,328
-33,334
| -71% | -$5.83M | 0.39% | 64 |
|
|
2023
Q4 | $7.93M | Buy |
46,662
+492
| +1% | +$83.6K | 1.09% | 19 |
|
|
2023
Q3 | $7.82M | Buy |
46,170
+358
| +0.8% | +$60.7K | 1.17% | 21 |
|
|
2023
Q2 | $8.49M | Buy |
45,812
+173
| +0.4% | +$32K | 1.1% | 22 |
|
|
2023
Q1 | $8.32M | Buy |
45,639
+206
| +0.5% | +$37.6K | 1.09% | 21 |
|
|
2022
Q4 | $8.21M | Buy |
45,433
+868
| +2% | +$157K | 1.14% | 22 |
|
|
2022
Q3 | $7.28M | Buy |
44,565
+513
| +1% | +$83.8K | 1.17% | 22 |
|
|
2022
Q2 | $7.34M | Buy |
44,052
+60
| +0.1% | +$10K | 1.13% | 23 |
|
|
2022
Q1 | $7.36M | Buy |
43,992
+122
| +0.3% | +$20.4K | 0.99% | 25 |
|
|
2021
Q4 | $7.62M | Sell |
43,870
-125
| -0.3% | -$21.7K | 1.01% | 25 |
|
|
2021
Q3 | $7.04M | Sell |
43,995
-59
| -0.1% | -$9.45K | 0.95% | 28 |
|
|
2021
Q2 | $6.53M | Buy |
44,054
+34,979
| +385% | +$5.18M | 0.9% | 26 |
|
|
2021
Q1 | $1.28M | Sell |
9,075
-1,794
| -17% | -$254K | 0.19% | 82 |
|
|
2020
Q4 | $1.61M | Buy |
+10,869
| New | +$1.61M | 0.28% | 63 |
|