Miller 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 | $126K | Hold |
951
| – | – | 0.06% | 21 |
|
|
2025
Q1 | $143K | Hold |
951
| – | – | 0.08% | 18 |
|
|
2024
Q4 | $145K | Hold |
951
| – | – | 0.07% | 18 |
|
|
2024
Q3 | $166K | Hold |
951
| – | – | 0.09% | 16 |
|
|
2024
Q2 | $157K | Hold |
951
| – | – | 0.08% | 17 |
|
|
2024
Q1 | $166K | Hold |
951
| – | – | 0.1% | 17 |
|
|
2023
Q4 | $162K | Hold |
951
| – | – | 0.1% | 17 |
|
|
2023
Q3 | $161K | Hold |
951
| – | – | 0.11% | 16 |
|
|
2023
Q2 | $176K | Buy |
951
+895
| +1,598% | +$166K | 0.12% | 15 |
|
|
2023
Q1 | $1K | Sell |
56
-845
| -94% | -$15.1K | ﹤0.01% | 58 |
|
|
2022
Q4 | $163K | Hold |
901
| – | – | 0.11% | 16 |
|
|
2022
Q3 | $150K | Hold |
901
| – | – | 0.12% | 25 |
|
|
2022
Q2 | $150K | Hold |
901
| – | – | 0.12% | 15 |
|
|
2022
Q1 | $151K | Hold |
901
| – | – | 0.1% | 16 |
|
|
2021
Q4 | $157K | Buy |
+901
| New | +$157K | 0.11% | 15 |
|