Meridian Wealth Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.42M | Buy |
56,186
+895
| +2% | +$118K | 0.32% | 69 |
|
|
2025
Q1 | $8.29M | Buy |
55,291
+1,274
| +2% | +$191K | 0.4% | 55 |
|
|
2024
Q4 | $8.21M | Sell |
54,017
-2,374
| -4% | -$361K | 0.39% | 54 |
|
|
2024
Q3 | $9.59M | Buy |
+56,391
| New | +$9.59M | 0.47% | 46 |
|
|
2024
Q2 | – | Sell |
-57,785
| Closed | -$10.1M | – | 472 |
|
|
2024
Q1 | $10.1M | Buy |
57,785
+2,527
| +5% | +$442K | 1.68% | 14 |
|
|
2023
Q4 | $9.39M | Sell |
55,258
-26,506
| -32% | -$4.5M | 0.6% | 32 |
|
|
2023
Q3 | $13.9M | Buy |
81,764
+40,811
| +100% | +$6.92M | 0.85% | 17 |
|
|
2023
Q2 | $7.59M | Sell |
40,953
-1,585
| -4% | -$294K | 0.64% | 26 |
|
|
2023
Q1 | $7.75M | Buy |
42,538
+1,781
| +4% | +$325K | 0.68% | 23 |
|
|
2022
Q4 | $7.36M | Buy |
40,757
+3,000
| +8% | +$542K | 0.72% | 20 |
|
|
2022
Q3 | $6.16M | Sell |
37,757
-5,472
| -13% | -$893K | 0.66% | 25 |
|
|
2022
Q2 | $7.21M | Buy |
43,229
+21,674
| +101% | +$3.61M | 0.59% | 34 |
|
|
2022
Q1 | $3.61M | Buy |
21,555
+3,766
| +21% | +$630K | 0.39% | 54 |
|
|
2021
Q4 | $3.09M | Buy |
17,789
+431
| +2% | +$74.9K | 0.33% | 70 |
|
|
2021
Q3 | $2.61M | Buy |
17,358
+426
| +3% | +$64.1K | 0.32% | 66 |
|
|
2021
Q2 | $2.51M | Buy |
16,932
+1,640
| +11% | +$243K | 0.32% | 67 |
|
|
2021
Q1 | $2.16M | Sell |
15,292
-3,424
| -18% | -$484K | 0.31% | 71 |
|
|
2020
Q4 | $2.78M | Buy |
18,716
+4,149
| +28% | +$615K | 0.44% | 50 |
|
|
2020
Q3 | $2.02M | Buy |
14,567
+9,235
| +173% | +$1.28M | 0.49% | 44 |
|
|
2020
Q2 | $705K | Buy |
5,332
+343
| +7% | +$45.4K | 0.24% | 92 |
|
|
2020
Q1 | $599K | Sell |
4,989
-305
| -6% | -$36.6K | 0.27% | 79 |
|
|
2019
Q4 | $723K | Sell |
5,294
-29
| -0.5% | -$3.96K | 0.35% | 58 |
|
|
2019
Q3 | $730K | Buy |
5,323
+1,005
| +23% | +$138K | 0.34% | 54 |
|
|
2019
Q2 | $5.66K | Buy |
4,318
+69
| +2% | +$90 | 0.23% | 73 |
|
|
2019
Q1 | $521K | Sell |
4,249
-475
| -10% | -$58.2K | 0.24% | 80 |
|
|
2018
Q4 | $522K | Buy |
4,724
+73
| +2% | +$8.07K | 0.31% | 68 |
|
|
2018
Q3 | $520K | Sell |
4,651
-173
| -4% | -$19.3K | 0.22% | 81 |
|
|
2018
Q2 | $525K | Buy |
4,824
+224
| +5% | +$24.4K | 0.25% | 81 |
|
|
2018
Q1 | $502K | Buy |
4,600
+466
| +11% | +$50.9K | 0.25% | 84 |
|
|
2017
Q4 | $468K | Sell |
4,134
-22
| -0.5% | -$2.49K | 0.29% | 83 |
|
|
2017
Q3 | $461K | Buy |
4,156
+2
| +0% | +$222 | 0.29% | 83 |
|
|
2017
Q2 | $480K | Sell |
4,154
-335
| -7% | -$38.7K | 0.3% | 81 |
|
|
2017
Q1 | $502K | Sell |
4,489
-1,558
| -26% | -$174K | 0.3% | 79 |
|
|
2016
Q4 | $628K | Buy |
+6,047
| New | +$628K | 0.5% | 52 |
|