Nadler Financial Group’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $698K | Sell |
5,286
-99
| -2% | -$13.1K | 0.07% | 58 |
|
|
2025
Q1 | $807K | Sell |
5,385
-755
| -12% | -$113K | 0.09% | 54 |
|
|
2024
Q4 | $934K | Sell |
6,140
-325
| -5% | -$49.4K | 0.1% | 49 |
|
|
2024
Q3 | $1.1M | Sell |
6,465
-171
| -3% | -$29.1K | 0.12% | 44 |
|
|
2024
Q2 | $1.09M | Sell |
6,636
-12
| -0.2% | -$1.98K | 0.13% | 44 |
|
|
2024
Q1 | $1.16M | Sell |
6,648
-168
| -2% | -$29.4K | 0.14% | 44 |
|
|
2023
Q4 | $1.16M | Hold |
6,816
| – | – | 0.16% | 43 |
|
|
2023
Q3 | $1.15M | Sell |
6,816
-74
| -1% | -$12.5K | 0.17% | 44 |
|
|
2023
Q2 | $1.28M | Sell |
6,890
-325
| -5% | -$60.2K | 0.19% | 40 |
|
|
2023
Q1 | $1.32M | Buy |
7,215
+323
| +5% | +$58.9K | 0.21% | 43 |
|
|
2022
Q4 | $1.25M | Sell |
6,892
-98
| -1% | -$17.7K | 0.22% | 41 |
|
|
2022
Q3 | $1.14M | Hold |
6,990
| – | – | 0.22% | 40 |
|
|
2022
Q2 | $1.17M | Sell |
6,990
-6
| -0.1% | -$1K | 0.21% | 41 |
|
|
2022
Q1 | $1.17M | Sell |
6,996
-545
| -7% | -$91.2K | 0.18% | 44 |
|
|
2021
Q4 | $1.31M | Sell |
7,541
-13
| -0.2% | -$2.26K | 0.19% | 45 |
|
|
2021
Q3 | $1.14M | Buy |
7,554
+4
| +0.1% | +$602 | 0.19% | 45 |
|
|
2021
Q2 | $1.12M | Hold |
7,550
| – | – | 0.18% | 45 |
|
|
2021
Q1 | $1.07M | Sell |
7,550
-120
| -2% | -$17K | 0.19% | 45 |
|
|
2020
Q4 | $1.14M | Buy |
7,670
+1,672
| +28% | +$248K | 0.22% | 39 |
|
|
2020
Q3 | $831K | Buy |
5,998
+44
| +0.7% | +$6.1K | 0.18% | 45 |
|
|
2020
Q2 | $787K | Buy |
5,954
+1,635
| +38% | +$216K | 0.2% | 43 |
|
|
2020
Q1 | $519K | Sell |
4,319
-22
| -0.5% | -$2.64K | 0.16% | 47 |
|
|
2019
Q4 | $593K | Buy |
4,341
+1
| +0% | +$137 | 0.15% | 48 |
|
|
2019
Q3 | $595K | Buy |
4,340
+25
| +0.6% | +$3.43K | 0.17% | 45 |
|
|
2019
Q2 | $566K | Hold |
4,315
| – | – | 0.16% | 48 |
|
|
2019
Q1 | $529K | Hold |
4,315
| – | – | 0.17% | 47 |
|
|
2018
Q4 | $477K | Sell |
4,315
-221
| -5% | -$24.4K | 0.16% | 50 |
|
|
2018
Q3 | $507K | Sell |
4,536
-20
| -0.4% | -$2.24K | 0.14% | 50 |
|
|
2018
Q2 | $496K | Buy |
4,556
+316
| +7% | +$34.4K | 0.14% | 51 |
|
|
2018
Q1 | $463K | Sell |
4,240
-686
| -14% | -$74.9K | 0.14% | 48 |
|
|
2017
Q4 | $591K | Sell |
4,926
-1,085
| -18% | -$130K | 0.18% | 45 |
|
|
2017
Q3 | $670K | Sell |
6,011
-135
| -2% | -$15K | 0.22% | 39 |
|
|
2017
Q2 | $710K | Sell |
6,146
-208
| -3% | -$24K | 0.24% | 37 |
|
|
2017
Q1 | $711K | Buy |
6,354
+34
| +0.5% | +$3.81K | 0.25% | 37 |
|
|
2016
Q4 | $661K | Buy |
6,320
+1
| +0% | +$105 | 0.25% | 38 |
|
|
2016
Q3 | $687K | Sell |
6,319
-66
| -1% | -$7.18K | 0.27% | 34 |
|
|
2016
Q2 | $676K | Buy |
6,385
+1
| +0% | +$106 | 0.29% | 34 |
|
|
2016
Q1 | $654K | Buy |
6,384
+30
| +0.5% | +$3.07K | 0.29% | 35 |
|
|
2015
Q4 | $635K | Buy |
6,354
+2
| +0% | +$200 | 0.29% | 35 |
|
|
2015
Q3 | $599K | Buy |
6,352
+1,026
| +19% | +$96.8K | 0.3% | 34 |
|
|
2015
Q2 | $497K | Sell |
5,326
-90
| -2% | -$8.4K | 0.23% | 41 |
|
|
2015
Q1 | $518K | Buy |
5,416
+16
| +0.3% | +$1.53K | 0.25% | 36 |
|
|
2014
Q4 | $511K | Sell |
5,400
-230
| -4% | -$21.8K | 0.26% | 41 |
|
|
2014
Q3 | $524K | Buy |
5,630
+603
| +12% | +$56.1K | 0.31% | 34 |
|
|
2014
Q2 | $449K | Sell |
5,027
-500
| -9% | -$44.7K | 0.28% | 35 |
|
|
2014
Q1 | $462K | Sell |
5,527
-75
| -1% | -$6.27K | 0.31% | 37 |
|
|
2013
Q4 | $465K | Buy |
5,602
+75
| +1% | +$6.23K | 0.3% | 39 |
|
|
2013
Q3 | $439K | Sell |
5,527
-145
| -3% | -$11.5K | 0.32% | 43 |
|
|
2013
Q2 | $464K | Buy |
+5,672
| New | +$464K | 0.33% | 43 |
|