PP
PDS Planning’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
9,631
+61
| +0.6% | +$8.05K | 0.09% | 97 |
|
|
2025
Q1 | $1.43M | Buy |
9,570
+1,056
| +12% | +$158K | 0.12% | 79 |
|
|
2024
Q4 | $1.29M | Sell |
8,514
-591
| -6% | -$89.9K | 0.12% | 81 |
|
|
2024
Q3 | $1.55M | Sell |
9,105
-56
| -0.6% | -$9.52K | 0.14% | 73 |
|
|
2024
Q2 | $1.51M | Buy |
9,161
+408
| +5% | +$67.3K | 0.15% | 70 |
|
|
2024
Q1 | $1.53M | Buy |
8,753
+224
| +3% | +$39.2K | 0.16% | 67 |
|
|
2023
Q4 | $1.45M | Buy |
8,529
+370
| +5% | +$62.8K | 0.17% | 64 |
|
|
2023
Q3 | $1.38M | Sell |
8,159
-119
| -1% | -$20.2K | 0.18% | 64 |
|
|
2023
Q2 | $1.53M | Buy |
8,278
+412
| +5% | +$76.3K | 0.2% | 60 |
|
|
2023
Q1 | $1.43M | Buy |
7,866
+1,832
| +30% | +$334K | 0.2% | 60 |
|
|
2022
Q4 | $1.09M | Sell |
6,034
-3
| -0% | -$542 | 0.17% | 58 |
|
|
2022
Q3 | $986K | Buy |
6,037
+35
| +0.6% | +$5.72K | 0.18% | 52 |
|
|
2022
Q2 | $1M | Buy |
6,002
+428
| +8% | +$71.3K | 0.18% | 57 |
|
|
2022
Q1 | $933K | Buy |
5,574
+661
| +13% | +$111K | 0.16% | 61 |
|
|
2021
Q4 | $854K | Buy |
4,913
+19
| +0.4% | +$3.3K | 0.16% | 62 |
|
|
2021
Q3 | $736K | Sell |
4,894
-217
| -4% | -$32.6K | 0.17% | 63 |
|
|
2021
Q2 | $757K | Buy |
5,111
+1,271
| +33% | +$188K | 0.18% | 64 |
|
|
2021
Q1 | $543K | Sell |
3,840
-33
| -0.9% | -$4.67K | 0.16% | 73 |
|
|
2020
Q4 | $574K | Buy |
3,873
+128
| +3% | +$19K | 0.2% | 65 |
|
|
2020
Q3 | $519K | Sell |
3,745
-149
| -4% | -$20.6K | 0.21% | 64 |
|
|
2020
Q2 | $515K | Buy |
3,894
+827
| +27% | +$109K | 0.23% | 59 |
|
|
2020
Q1 | $368K | Buy |
3,067
+996
| +48% | +$120K | 0.23% | 57 |
|
|
2019
Q4 | $283K | Sell |
2,071
-91
| -4% | -$12.4K | 0.18% | 74 |
|
|
2019
Q3 | $296K | Buy |
2,162
+90
| +4% | +$12.3K | 0.21% | 69 |
|
|
2019
Q2 | $272K | Buy |
2,072
+167
| +9% | +$21.9K | 0.2% | 67 |
|
|
2019
Q1 | $234K | Sell |
1,905
-195
| -9% | -$24K | 0.18% | 72 |
|
|
2018
Q4 | $232K | Buy |
2,100
+210
| +11% | +$23.2K | 0.2% | 66 |
|
|
2018
Q3 | $211K | Buy |
1,890
+152
| +9% | +$17K | 0.18% | 68 |
|
|
2018
Q2 | $189K | Buy |
1,738
+104
| +6% | +$11.3K | 0.19% | 64 |
|
|
2018
Q1 | $178K | Buy |
+1,634
| New | +$178K | 0.18% | 65 |
|