Mission 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 | $2.33M | Sell |
17,661
-103
| -0.6% | -$13.6K | 0.05% | 189 |
|
|
2025
Q1 | $2.66M | Sell |
17,764
-2,672
| -13% | -$401K | 0.07% | 158 |
|
|
2024
Q4 | $3.11M | Sell |
20,436
-2,750
| -12% | -$418K | 0.07% | 132 |
|
|
2024
Q3 | $3.94M | Sell |
23,186
-1,574
| -6% | -$268K | 0.1% | 109 |
|
|
2024
Q2 | $4.08M | Sell |
24,760
-726
| -3% | -$120K | 0.11% | 102 |
|
|
2024
Q1 | $4.46M | Buy |
25,486
+1,739
| +7% | +$304K | 0.12% | 107 |
|
|
2023
Q4 | $4.03M | Buy |
23,747
+368
| +2% | +$62.5K | 0.13% | 89 |
|
|
2023
Q3 | $3.96M | Sell |
23,379
-329
| -1% | -$55.7K | 0.15% | 85 |
|
|
2023
Q2 | $4.39M | Buy |
23,708
+686
| +3% | +$127K | 0.17% | 75 |
|
|
2023
Q1 | $4.2M | Sell |
23,022
-678
| -3% | -$124K | 0.18% | 73 |
|
|
2022
Q4 | $4.28M | Buy |
23,700
+1,547
| +7% | +$279K | 0.2% | 65 |
|
|
2022
Q3 | $3.62M | Buy |
22,153
+777
| +4% | +$127K | 0.19% | 69 |
|
|
2022
Q2 | $3.56M | Buy |
21,376
+1,343
| +7% | +$224K | 0.19% | 72 |
|
|
2022
Q1 | $3.35M | Buy |
20,033
+1,615
| +9% | +$270K | 0.16% | 81 |
|
|
2021
Q4 | $3.2M | Buy |
18,418
+442
| +2% | +$76.8K | 0.14% | 77 |
|
|
2021
Q3 | $2.7M | Sell |
17,976
-3,012
| -14% | -$453K | 0.14% | 80 |
|
|
2021
Q2 | $3.11M | Sell |
20,988
-73
| -0.3% | -$10.8K | 0.16% | 72 |
|
|
2021
Q1 | $2.98M | Buy |
21,061
+994
| +5% | +$141K | 0.17% | 66 |
|
|
2020
Q4 | $2.98M | Buy |
20,067
+2,967
| +17% | +$440K | 0.19% | 62 |
|
|
2020
Q3 | $2.37M | Buy |
17,100
+2,435
| +17% | +$337K | 0.18% | 66 |
|
|
2020
Q2 | $1.94M | Buy |
14,665
+1,025
| +8% | +$136K | 0.17% | 70 |
|
|
2020
Q1 | $1.64M | Buy |
13,640
+8
| +0.1% | +$961 | 0.18% | 72 |
|
|
2019
Q4 | $1.86M | Buy |
13,632
+1,675
| +14% | +$229K | 0.18% | 76 |
|
|
2019
Q3 | $1.64M | Buy |
11,957
+323
| +3% | +$44.3K | 0.18% | 72 |
|
|
2019
Q2 | $1.53M | Sell |
11,634
-859
| -7% | -$113K | 0.17% | 73 |
|
|
2019
Q1 | $1.53M | Buy |
12,493
+1,195
| +11% | +$146K | 0.18% | 71 |
|
|
2018
Q4 | $1.25M | Sell |
11,298
-1,073
| -9% | -$119K | 0.16% | 74 |
|
|
2018
Q3 | $1.38M | Sell |
12,371
-773
| -6% | -$86.4K | 0.18% | 70 |
|
|
2018
Q2 | $1.43M | Buy |
13,144
+55
| +0.4% | +$5.99K | 0.21% | 60 |
|
|
2018
Q1 | $1.43M | Sell |
13,089
-1,193
| -8% | -$130K | 0.23% | 49 |
|
|
2017
Q4 | $1.71M | Buy |
14,282
+2,491
| +21% | +$299K | 0.29% | 42 |
|
|
2017
Q3 | $1.31M | Buy |
11,791
+450
| +4% | +$50.1K | 0.24% | 49 |
|
|
2017
Q2 | $1.31M | Sell |
11,341
-121
| -1% | -$14K | 0.25% | 51 |
|
|
2017
Q1 | $1.28M | Sell |
11,462
-129
| -1% | -$14.4K | 0.25% | 48 |
|
|
2016
Q4 | $1.21M | Buy |
11,591
+733
| +7% | +$76.7K | 0.24% | 48 |
|
|
2016
Q3 | $1.18M | Buy |
10,858
+224
| +2% | +$24.4K | 0.29% | 41 |
|
|
2016
Q2 | $1.13M | Sell |
10,634
-1,783
| -14% | -$189K | 0.3% | 38 |
|
|
2016
Q1 | $1.27M | Buy |
12,417
+5,698
| +85% | +$584K | 0.34% | 35 |
|
|
2015
Q4 | $671K | Buy |
6,719
+676
| +11% | +$67.5K | 0.19% | 54 |
|
|
2015
Q3 | $570K | Buy |
6,043
+269
| +5% | +$25.4K | 0.17% | 58 |
|
|
2015
Q2 | $552K | Buy |
+5,774
| New | +$552K | 0.19% | 61 |
|