Meridian 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 | $1.08M | Sell |
8,153
-1,680
| -17% | -$222K | 0.17% | 78 |
|
|
2025
Q1 | $1.47M | Sell |
9,833
-1,500
| -13% | -$225K | 0.25% | 62 |
|
|
2024
Q4 | $1.72M | Sell |
11,333
-936
| -8% | -$142K | 0.28% | 58 |
|
|
2024
Q3 | $2.09M | Sell |
12,269
-321
| -3% | -$54.6K | 0.35% | 55 |
|
|
2024
Q2 | $2.08M | Sell |
12,590
-29
| -0.2% | -$4.78K | 0.37% | 56 |
|
|
2024
Q1 | $2.21M | Sell |
12,619
-50
| -0.4% | -$8.75K | 0.41% | 53 |
|
|
2023
Q4 | $2.15M | Hold |
12,669
| – | – | 0.47% | 53 |
|
|
2023
Q3 | $2.15M | Sell |
12,669
-241
| -2% | -$40.8K | 0.54% | 48 |
|
|
2023
Q2 | $2.39M | Sell |
12,910
-1,593
| -11% | -$295K | 0.58% | 48 |
|
|
2023
Q1 | $2.64M | Buy |
14,503
+16
| +0.1% | +$2.92K | 0.66% | 40 |
|
|
2022
Q4 | $2.62M | Sell |
14,487
-101
| -0.7% | -$18.2K | 0.67% | 40 |
|
|
2022
Q3 | $2.38M | Buy |
14,588
+1,223
| +9% | +$200K | 0.67% | 35 |
|
|
2022
Q2 | $2.23M | Buy |
13,365
+1,983
| +17% | +$330K | 0.59% | 45 |
|
|
2022
Q1 | $1.91M | Buy |
11,382
+4,342
| +62% | +$727K | 0.44% | 56 |
|
|
2021
Q4 | $1.22M | Hold |
7,040
| – | – | 0.3% | 74 |
|
|
2021
Q3 | $1.06M | Buy |
7,040
+47
| +0.7% | +$7.07K | 0.3% | 76 |
|
|
2021
Q2 | $1.04M | Buy |
6,993
+1,179
| +20% | +$175K | 0.29% | 76 |
|
|
2021
Q1 | $822K | Buy |
5,814
+1,127
| +24% | +$159K | 0.27% | 77 |
|
|
2020
Q4 | $695K | Sell |
4,687
-150
| -3% | -$22.2K | 0.25% | 85 |
|
|
2020
Q3 | $670K | Sell |
4,837
-17
| -0.4% | -$2.36K | 0.29% | 76 |
|
|
2020
Q2 | $642K | Buy |
4,854
+136
| +3% | +$18K | 0.3% | 75 |
|
|
2020
Q1 | $567K | Sell |
4,718
-186
| -4% | -$22.4K | 0.31% | 68 |
|
|
2019
Q4 | $670K | Sell |
4,904
-130
| -3% | -$17.8K | 0.26% | 72 |
|
|
2019
Q3 | $690K | Buy |
5,034
+1,072
| +27% | +$147K | 0.3% | 69 |
|
|
2019
Q2 | $550K | Sell |
3,962
-310
| -7% | -$43K | 0.38% | 56 |
|
|
2019
Q1 | $524K | Buy |
4,272
+51
| +1% | +$6.26K | 0.38% | 55 |
|
|
2018
Q4 | $466K | Buy |
+4,221
| New | +$466K | 0.36% | 56 |
|