Meadow Creek Wealth Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $331K | Sell |
2,508
-51
| -2% | -$6.73K | 0.22% | 97 |
|
2025
Q1 | $384K | Sell |
2,559
-14
| -0.5% | -$2.1K | 0.29% | 72 |
|
2024
Q4 | $391K | Buy |
2,573
+18
| +0.7% | +$2.74K | 0.28% | 75 |
|
2024
Q3 | $434K | Sell |
2,555
-13
| -0.5% | -$2.21K | 0.34% | 69 |
|
2024
Q2 | $424K | Buy |
2,568
+138
| +6% | +$22.8K | 0.4% | 62 |
|
2024
Q1 | $425K | Buy |
2,430
+45
| +2% | +$7.88K | 0.3% | 76 |
|
2023
Q4 | $405K | Buy |
+2,385
| New | +$405K | 0.39% | 60 |
|
2022
Q3 | $356K | Buy |
2,181
+48
| +2% | +$7.84K | 0.47% | 56 |
|
2022
Q2 | $355K | Sell |
2,133
-84
| -4% | -$14K | 0.44% | 60 |
|
2022
Q1 | $371K | Buy |
2,217
+160
| +8% | +$26.8K | 0.4% | 73 |
|
2021
Q4 | $357K | Buy |
+2,057
| New | +$357K | 0.34% | 84 |
|
2019
Q4 | $276K | Buy |
+2,022
| New | +$276K | 0.38% | 77 |
|