Meridian Wealth Partners’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,315
| Closed | -$200K | – | 109 |
|
|
2024
Q4 | $200K | Sell |
1,315
-526
| -29% | -$80K | 0.03% | 106 |
|
|
2024
Q3 | $313K | Buy |
1,841
+1
| +0.1% | +$170 | 0.05% | 82 |
|
|
2024
Q2 | $304K | Sell |
1,840
-394
| -18% | -$65K | 0.05% | 83 |
|
|
2024
Q1 | $391K | Buy |
2,234
+153
| +7% | +$26.8K | 0.07% | 67 |
|
|
2023
Q4 | $353K | Sell |
2,081
-164
| -7% | -$27.9K | 0.07% | 66 |
|
|
2023
Q3 | $380K | Sell |
2,245
-259
| -10% | -$43.9K | 0.08% | 59 |
|
|
2023
Q2 | $464K | Buy |
2,504
+108
| +5% | +$20K | 0.1% | 51 |
|
|
2023
Q1 | $437K | Buy |
2,396
+108
| +5% | +$19.7K | 0.1% | 51 |
|
|
2022
Q4 | $413K | Buy |
2,288
+81
| +4% | +$14.6K | 0.1% | 51 |
|
|
2022
Q3 | $361K | Sell |
2,207
-9
| -0.4% | -$1.47K | 0.09% | 53 |
|
|
2022
Q2 | $369K | Buy |
2,216
+650
| +42% | +$108K | 0.09% | 51 |
|
|
2022
Q1 | $262K | Sell |
1,566
-521
| -25% | -$87.2K | 0.06% | 65 |
|
|
2021
Q4 | $363K | Buy |
2,087
+109
| +6% | +$19K | 0.07% | 55 |
|
|
2021
Q3 | $298K | Sell |
1,978
-41
| -2% | -$6.18K | 0.06% | 59 |
|
|
2021
Q2 | $299K | Sell |
2,019
-51
| -2% | -$7.55K | 0.07% | 59 |
|
|
2021
Q1 | $293K | Sell |
2,070
-103
| -5% | -$14.6K | 0.09% | 54 |
|
|
2020
Q4 | $323K | Buy |
2,173
+19
| +0.9% | +$2.82K | 0.13% | 44 |
|
|
2020
Q3 | $299K | Sell |
2,154
-44
| -2% | -$6.11K | 0.15% | 44 |
|
|
2020
Q2 | $291K | Sell |
2,198
-6
| -0.3% | -$794 | 0.16% | 40 |
|
|
2020
Q1 | $265K | Buy |
2,204
+23
| +1% | +$2.77K | 0.16% | 43 |
|
|
2019
Q4 | $298K | Buy |
+2,181
| New | +$298K | 0.19% | 41 |
|