Oldfather Financial Services’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Sell |
2,041
-183
| -8% | -$24.2K | 0.09% | 68 |
|
|
2025
Q1 | $333K | Sell |
2,224
-321
| -13% | -$48.1K | 0.13% | 58 |
|
|
2024
Q4 | $387K | Sell |
2,545
-19
| -0.7% | -$2.89K | 0.15% | 54 |
|
|
2024
Q3 | $436K | Buy |
2,564
+33
| +1% | +$5.61K | 0.17% | 46 |
|
|
2024
Q2 | $417K | Buy |
2,531
+10
| +0.4% | +$1.65K | 0.17% | 46 |
|
|
2024
Q1 | $441K | Buy |
2,521
+93
| +4% | +$16.3K | 0.18% | 46 |
|
|
2023
Q4 | $412K | Sell |
2,428
-7
| -0.3% | -$1.19K | 0.18% | 44 |
|
|
2023
Q3 | $413K | Sell |
2,435
-318
| -12% | -$53.9K | 0.21% | 43 |
|
|
2023
Q2 | $510K | Buy |
2,753
+129
| +5% | +$23.9K | 0.25% | 39 |
|
|
2023
Q1 | $478K | Buy |
2,624
+69
| +3% | +$12.6K | 0.25% | 43 |
|
|
2022
Q4 | $462K | Sell |
2,555
-450
| -15% | -$81.3K | 0.26% | 41 |
|
|
2022
Q3 | $491K | Hold |
3,005
| – | – | 0.31% | 39 |
|
|
2022
Q2 | $516K | Buy |
3,005
+10
| +0.3% | +$1.72K | 0.29% | 38 |
|
|
2022
Q1 | $532K | Buy |
2,995
+40
| +1% | +$7.11K | 0.29% | 40 |
|
|
2021
Q4 | $491K | Buy |
2,955
+73
| +3% | +$12.1K | 0.26% | 43 |
|
|
2021
Q3 | $469K | Buy |
2,882
+95
| +3% | +$15.5K | 0.24% | 44 |
|
|
2021
Q2 | $430K | Sell |
2,787
-765
| -22% | -$118K | 0.24% | 43 |
|
|
2021
Q1 | $506K | Buy |
3,552
+11
| +0.3% | +$1.57K | 0.29% | 43 |
|
|
2020
Q4 | $499K | Buy |
3,541
+18
| +0.5% | +$2.54K | 0.3% | 42 |
|
|
2020
Q3 | $502K | Buy |
3,523
+10
| +0.3% | +$1.43K | 0.36% | 38 |
|
|
2020
Q2 | $484K | Buy |
3,513
+10
| +0.3% | +$1.38K | 0.38% | 37 |
|
|
2020
Q1 | $466K | Buy |
3,503
+11
| +0.3% | +$1.46K | 0.44% | 31 |
|
|
2019
Q4 | $495K | Buy |
+3,492
| New | +$495K | 0.46% | 30 |
|