OIA
Optimum Investment Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Sell |
1,936
-415
| -18% | -$54.8K | 0.11% | 156 |
|
|
2025
Q1 | $353K | Sell |
2,351
-496
| -17% | -$74.4K | 0.17% | 124 |
|
|
2024
Q4 | $433K | Sell |
2,847
-1,140
| -29% | -$173K | 0.19% | 110 |
|
|
2024
Q3 | $678K | Sell |
3,987
-770
| -16% | -$131K | 0.29% | 74 |
|
|
2024
Q2 | $785K | Sell |
4,757
-384
| -7% | -$63.3K | 0.35% | 64 |
|
|
2024
Q1 | $900K | Sell |
5,141
-350
| -6% | -$61.3K | 0.41% | 57 |
|
|
2023
Q4 | $933K | Sell |
5,491
-1,551
| -22% | -$263K | 0.47% | 46 |
|
|
2023
Q3 | $1.19M | Buy |
7,042
+1
| +0% | +$169 | 0.61% | 31 |
|
|
2023
Q2 | $1.3M | Sell |
7,041
-100
| -1% | -$18.5K | 0.64% | 30 |
|
|
2023
Q1 | $1.3M | Sell |
7,141
-163
| -2% | -$29.7K | 0.68% | 27 |
|
|
2022
Q4 | $1.32M | Sell |
7,304
-350
| -5% | -$63.2K | 0.71% | 25 |
|
|
2022
Q3 | $1.25M | Hold |
7,654
| – | – | 0.67% | 28 |
|
|
2022
Q2 | $1.28M | Buy |
7,654
+90
| +1% | +$15K | 0.64% | 35 |
|
|
2022
Q1 | $1.27M | Sell |
7,564
-115
| -1% | -$19.2K | 0.53% | 43 |
|
|
2021
Q4 | $1.33M | Buy |
7,679
+138
| +2% | +$24K | 0.52% | 40 |
|
|
2021
Q3 | $1.13M | Sell |
7,541
-725
| -9% | -$109K | 0.48% | 43 |
|
|
2021
Q2 | $1.23M | Sell |
8,266
-450
| -5% | -$66.7K | 0.38% | 51 |
|
|
2021
Q1 | $1.23M | Hold |
8,716
| – | – | 0.36% | 61 |
|
|
2020
Q4 | $1.29M | Buy |
8,716
+640
| +8% | +$94.9K | 0.39% | 55 |
|
|
2020
Q3 | $1.12M | Sell |
8,076
-184
| -2% | -$25.5K | 0.38% | 58 |
|
|
2020
Q2 | $1.09M | Buy |
8,260
+714
| +9% | +$94.5K | 0.38% | 60 |
|
|
2020
Q1 | $906K | Sell |
7,546
-268
| -3% | -$32.2K | 0.37% | 66 |
|
|
2019
Q4 | $1.07M | Sell |
7,814
-175
| -2% | -$23.9K | 0.32% | 81 |
|
|
2019
Q3 | $1.1M | Buy |
7,989
+219
| +3% | +$30K | 0.35% | 74 |
|
|
2019
Q2 | $1.02M | Sell |
7,770
-393
| -5% | -$51.5K | 0.33% | 75 |
|
|
2019
Q1 | $1M | Buy |
8,163
+33
| +0.4% | +$4.04K | 0.33% | 76 |
|
|
2018
Q4 | $898K | Sell |
8,130
-150
| -2% | -$16.6K | 0.31% | 80 |
|
|
2018
Q3 | $926K | Sell |
8,280
-73
| -0.9% | -$8.16K | 0.26% | 101 |
|
|
2018
Q2 | $909K | Buy |
8,353
+59
| +0.7% | +$6.42K | 0.26% | 103 |
|
|
2018
Q1 | $905K | Sell |
8,294
-95
| -1% | -$10.4K | 0.27% | 99 |
|
|
2017
Q4 | $1.01M | Sell |
8,389
-425
| -5% | -$51K | 0.32% | 92 |
|
|
2017
Q3 | $982K | Sell |
8,814
-56
| -0.6% | -$6.24K | 0.33% | 92 |
|
|
2017
Q2 | $1.02M | Sell |
8,870
-20
| -0.2% | -$2.31K | 0.35% | 86 |
|
|
2017
Q1 | $994K | Buy |
8,890
+4
| +0% | +$447 | 0.35% | 84 |
|
|
2016
Q4 | $930K | Sell |
8,886
-600
| -6% | -$62.8K | 0.35% | 83 |
|
|
2016
Q3 | $1.03M | Buy |
9,486
+2
| +0% | +$218 | 0.39% | 78 |
|
|
2016
Q2 | $1.01M | Buy |
9,484
+177
| +2% | +$18.8K | 0.39% | 75 |
|
|
2016
Q1 | $954K | Sell |
9,307
-595
| -6% | -$61K | 0.38% | 76 |
|
|
2015
Q4 | $989K | Buy |
9,902
+18
| +0.2% | +$1.8K | 0.38% | 72 |
|
|
2015
Q3 | $932K | Buy |
+9,884
| New | +$932K | 0.38% | 78 |
|
|
2015
Q1 | $983K | Buy |
10,280
+1,905
| +23% | +$182K | 0.31% | 84 |
|
|
2014
Q4 | $792K | Sell |
8,375
-849
| -9% | -$80.3K | 0.25% | 105 |
|
|
2014
Q3 | $869K | Buy |
9,224
+2
| +0% | +$188 | 0.29% | 93 |
|
|
2014
Q2 | $824K | Buy |
9,222
+2,102
| +30% | +$188K | 0.27% | 105 |
|
|
2014
Q1 | $595K | Sell |
7,120
-1,405
| -16% | -$117K | 0.22% | 124 |
|
|
2013
Q4 | $707K | Buy |
8,525
+248
| +3% | +$20.6K | 0.27% | 105 |
|
|
2013
Q3 | $658K | Buy |
+8,277
| New | +$658K | 0.27% | 102 |
|