Moser 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 | $1.23M | Buy |
9,293
+228
| +3% | +$30.1K | 0.59% | 36 |
|
|
2025
Q1 | $1.36M | Buy |
9,065
+200
| +2% | +$30K | 0.71% | 32 |
|
|
2024
Q4 | $1.35M | Sell |
8,865
-366
| -4% | -$55.7K | 0.7% | 34 |
|
|
2024
Q3 | $1.57M | Buy |
9,231
+110
| +1% | +$18.7K | 0.81% | 33 |
|
|
2024
Q2 | $1.5M | Buy |
9,121
+305
| +3% | +$50.3K | 0.82% | 32 |
|
|
2024
Q1 | $1.54M | Buy |
8,816
+168
| +2% | +$29.4K | 0.86% | 31 |
|
|
2023
Q4 | $1.47M | Buy |
8,648
+225
| +3% | +$38.2K | 0.94% | 26 |
|
|
2023
Q3 | $1.43M | Buy |
8,423
+15
| +0.2% | +$2.54K | 1% | 27 |
|
|
2023
Q2 | $1.56M | Buy |
+8,408
| New | +$1.56M | 1.05% | 26 |
|
|
2022
Q4 | $1.54M | Buy |
8,516
+390
| +5% | +$70.5K | 1.16% | 25 |
|
|
2022
Q3 | $1.33M | Buy |
8,126
+10
| +0.1% | +$1.63K | 1.04% | 25 |
|
|
2022
Q2 | $1.35M | Sell |
8,116
-146
| -2% | -$24.3K | 1.01% | 25 |
|
|
2022
Q1 | $1.38M | Buy |
8,262
+812
| +11% | +$136K | 0.86% | 28 |
|
|
2021
Q4 | $1.29M | Buy |
7,450
+623
| +9% | +$108K | 0.78% | 32 |
|
|
2021
Q3 | $1.03M | Hold |
6,827
| – | – | 0.66% | 38 |
|
|
2021
Q2 | $1.01M | Sell |
6,827
-14
| -0.2% | -$2.08K | 0.65% | 42 |
|
|
2021
Q1 | $968K | Buy |
6,841
+150
| +2% | +$21.2K | 0.68% | 36 |
|
|
2020
Q4 | $992K | Buy |
6,691
+1,275
| +24% | +$189K | 0.73% | 34 |
|
|
2020
Q3 | $751K | Buy |
5,416
+5,306
| +4,824% | +$736K | 0.6% | 37 |
|
|
2020
Q2 | $15K | Buy |
110
+10
| +10% | +$1.36K | 0.01% | 97 |
|
|
2020
Q1 | $12K | Hold |
100
| – | – | 0.01% | 103 |
|
|
2019
Q4 | $14K | Buy |
+100
| New | +$14K | 0.01% | 119 |
|