PMIA
Patrick Mauro Investment Advisor’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.93M | Buy |
45,142
+7,803
| +21% | +$1.02M | 3.35% | 13 |
|
|
2025
Q1 | $5.6M | Buy |
37,339
+7,143
| +24% | +$1.07M | 3.06% | 12 |
|
|
2024
Q4 | $4.6M | Buy |
30,196
+8,100
| +37% | +$1.24M | 2.63% | 19 |
|
|
2024
Q3 | $3.76M | Buy |
22,096
+14,289
| +183% | +$2.43M | 1.98% | 22 |
|
|
2024
Q2 | $1.29M | Buy |
7,807
+315
| +4% | +$52K | 0.75% | 32 |
|
|
2024
Q1 | $1.31M | Buy |
7,492
+578
| +8% | +$101K | 0.75% | 33 |
|
|
2023
Q4 | $1.17M | Buy |
6,914
+66
| +1% | +$11.2K | 0.7% | 32 |
|
|
2023
Q3 | $1.16M | Sell |
6,848
-157
| -2% | -$26.6K | 0.75% | 32 |
|
|
2023
Q2 | $1.3M | Sell |
7,005
-1,193
| -15% | -$221K | 0.8% | 32 |
|
|
2023
Q1 | $1.49M | Buy |
8,198
+1,044
| +15% | +$190K | 0.93% | 31 |
|
|
2022
Q4 | $1.29M | Sell |
7,154
-2,043
| -22% | -$369K | 0.84% | 33 |
|
|
2022
Q3 | $1.5M | Buy |
+9,197
| New | +$1.5M | 1.08% | 33 |
|