Paulson Wealth Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Buy |
3,323
+223
| +7% | +$29.4K | 0.11% | 90 |
|
|
2025
Q1 | $465K | Sell |
3,100
-209
| -6% | -$31.3K | 0.13% | 76 |
|
|
2024
Q4 | $503K | Buy |
3,309
+323
| +11% | +$49.1K | 0.14% | 73 |
|
|
2024
Q3 | $508K | Buy |
2,986
+60
| +2% | +$10.2K | 0.14% | 78 |
|
|
2024
Q2 | $483K | Sell |
2,926
-388
| -12% | -$64K | 0.14% | 78 |
|
|
2024
Q1 | $580K | Buy |
3,314
+33
| +1% | +$5.78K | 0.17% | 68 |
|
|
2023
Q4 | $557K | Sell |
3,281
-800
| -20% | -$136K | 0.18% | 67 |
|
|
2023
Q3 | $691K | Buy |
4,081
+698
| +21% | +$118K | 0.24% | 55 |
|
|
2023
Q2 | $627K | Buy |
3,383
+708
| +26% | +$131K | 0.21% | 54 |
|
|
2023
Q1 | $488K | Hold |
2,675
| – | – | 0.22% | 46 |
|
|
2022
Q4 | $483K | Sell |
2,675
-10
| -0.4% | -$1.81K | 0.24% | 42 |
|
|
2022
Q3 | $438K | Sell |
2,685
-33
| -1% | -$5.38K | 0.24% | 41 |
|
|
2022
Q2 | $453K | Sell |
2,718
-26
| -0.9% | -$4.33K | 0.24% | 43 |
|
|
2022
Q1 | $459K | Sell |
2,744
-200
| -7% | -$33.5K | 0.21% | 44 |
|
|
2021
Q4 | $511K | Sell |
2,944
-1,357
| -32% | -$236K | 0.23% | 41 |
|
|
2021
Q3 | $647K | Buy |
4,301
+143
| +3% | +$21.5K | 0.31% | 36 |
|
|
2021
Q2 | $616K | Buy |
4,158
+65
| +2% | +$9.63K | 0.3% | 35 |
|
|
2021
Q1 | $582K | Buy |
4,093
+86
| +2% | +$12.2K | 0.29% | 41 |
|
|
2020
Q4 | $594K | Buy |
4,007
+1,641
| +69% | +$243K | 0.35% | 38 |
|
|
2020
Q3 | $328K | Sell |
2,366
-69
| -3% | -$9.57K | 0.21% | 63 |
|
|
2020
Q2 | $322K | Sell |
2,435
-1,083
| -31% | -$143K | 0.23% | 65 |
|
|
2020
Q1 | $475K | Sell |
3,518
-590
| -14% | -$79.7K | 0.36% | 42 |
|
|
2019
Q4 | $580K | Buy |
4,108
+212
| +5% | +$29.9K | 0.41% | 44 |
|
|
2019
Q3 | $534K | Buy |
3,896
+230
| +6% | +$31.5K | 0.4% | 46 |
|
|
2019
Q2 | $479K | Buy |
3,666
+42
| +1% | +$5.49K | 0.36% | 48 |
|
|
2019
Q1 | $444K | Buy |
3,624
+199
| +6% | +$24.4K | 0.34% | 64 |
|
|
2018
Q4 | $376K | Buy |
3,425
+696
| +26% | +$76.4K | 0.31% | 71 |
|
|
2018
Q3 | $300K | Buy |
2,729
+201
| +8% | +$22.1K | 0.27% | 88 |
|
|
2018
Q2 | $275K | Sell |
2,528
-21
| -0.8% | -$2.28K | 0.27% | 84 |
|
|
2018
Q1 | $278K | Buy |
2,549
+170
| +7% | +$18.5K | 0.28% | 85 |
|
|
2017
Q4 | $285K | Buy |
+2,379
| New | +$285K | 0.25% | 79 |
|