Oxler Private Wealth’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Sell |
13,798
-335
| -2% | -$44.2K | 0.57% | 32 |
|
|
2025
Q1 | $2.12M | Buy |
14,133
+90
| +0.6% | +$13.5K | 0.74% | 28 |
|
|
2024
Q4 | $2.14M | Sell |
14,043
-898
| -6% | -$137K | 0.7% | 27 |
|
|
2024
Q3 | $2.54M | Buy |
14,941
+108
| +0.7% | +$18.4K | 0.89% | 27 |
|
|
2024
Q2 | $2.45M | Buy |
14,833
+117
| +0.8% | +$19.3K | 0.91% | 28 |
|
|
2024
Q1 | $2.58M | Buy |
14,716
+10,729
| +269% | +$1.88M | 1.01% | 26 |
|
|
2023
Q4 | $677K | Sell |
3,987
-10,555
| -73% | -$1.79M | 0.56% | 31 |
|
|
2023
Q3 | $2.47M | Sell |
14,542
-14
| -0.1% | -$2.37K | 1.24% | 23 |
|
|
2023
Q2 | $2.7M | Buy |
14,556
+20
| +0.1% | +$3.7K | 1.28% | 22 |
|
|
2023
Q1 | $2.65M | Buy |
14,536
+184
| +1% | +$33.5K | 1.31% | 23 |
|
|
2022
Q4 | $2.59M | Buy |
14,352
+10
| +0.1% | +$1.81K | 1.4% | 24 |
|
|
2022
Q3 | $2.34M | Buy |
14,342
+90
| +0.6% | +$14.7K | 1.31% | 20 |
|
|
2022
Q2 | $2.38M | Buy |
14,252
+97
| +0.7% | +$16.2K | 1.14% | 25 |
|
|
2022
Q1 | $2.37M | Buy |
14,155
+177
| +1% | +$29.6K | 1.07% | 26 |
|
|
2021
Q4 | $2.43M | Sell |
13,978
-138
| -1% | -$24K | 1.01% | 27 |
|
|
2021
Q3 | $2.12M | Sell |
14,116
-33
| -0.2% | -$4.96K | 0.94% | 29 |
|
|
2021
Q2 | $2.1M | Buy |
14,149
+33
| +0.2% | +$4.89K | 0.91% | 30 |
|
|
2021
Q1 | $2M | Buy |
14,116
+113
| +0.8% | +$16K | 1.01% | 31 |
|
|
2020
Q4 | $2.08M | Buy |
+14,003
| New | +$2.08M | 1.17% | 26 |
|