PIA
Perennial Investment Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
10,230
+148
| +1% | +$19.5K | 0.13% | 143 |
|
|
2025
Q1 | $1.51M | Buy |
10,082
+335
| +3% | +$50.2K | 0.17% | 109 |
|
|
2024
Q4 | $1.48M | Sell |
9,747
-392
| -4% | -$59.6K | 0.17% | 103 |
|
|
2024
Q3 | $1.72M | Buy |
10,139
+59
| +0.6% | +$10K | 0.22% | 80 |
|
|
2024
Q2 | $1.66M | Buy |
10,080
+265
| +3% | +$43.7K | 0.24% | 77 |
|
|
2024
Q1 | $1.72M | Buy |
9,815
+115
| +1% | +$20.1K | 0.26% | 71 |
|
|
2023
Q4 | $1.65M | Buy |
9,700
+5
| +0.1% | +$849 | 0.27% | 69 |
|
|
2023
Q3 | $1.64M | Buy |
9,695
+148
| +2% | +$25.1K | 0.3% | 76 |
|
|
2023
Q2 | $1.77M | Sell |
9,547
-32
| -0.3% | -$5.93K | 0.31% | 72 |
|
|
2023
Q1 | $1.75M | Buy |
9,579
+1,717
| +22% | +$313K | 0.32% | 70 |
|
|
2022
Q4 | $1.42M | Buy |
7,862
+296
| +4% | +$53.5K | 0.58% | 37 |
|
|
2022
Q3 | $1.24M | Buy |
7,566
+213
| +3% | +$34.8K | 0.56% | 38 |
|
|
2022
Q2 | $1.23M | Buy |
7,353
+46
| +0.6% | +$7.66K | 0.48% | 45 |
|
|
2022
Q1 | $1.23M | Buy |
7,307
+83
| +1% | +$13.9K | 0.39% | 53 |
|
|
2021
Q4 | $1.26M | Buy |
7,224
+8
| +0.1% | +$1.39K | 0.39% | 55 |
|
|
2021
Q3 | $1.09M | Buy |
7,216
+182
| +3% | +$27.4K | 0.38% | 54 |
|
|
2021
Q2 | $1.04M | Buy |
7,034
+48
| +0.7% | +$7.11K | 0.38% | 59 |
|
|
2021
Q1 | $988K | Buy |
6,986
+11
| +0.2% | +$1.56K | 0.39% | 59 |
|
|
2020
Q4 | $1.03M | Buy |
6,975
+108
| +2% | +$16K | 0.44% | 48 |
|
|
2020
Q3 | $951K | Sell |
6,867
-172
| -2% | -$23.8K | 0.48% | 44 |
|
|
2020
Q2 | $931K | Sell |
7,039
-49
| -0.7% | -$6.48K | 0.63% | 31 |
|
|
2020
Q1 | $852K | Buy |
7,088
+320
| +5% | +$38.5K | 0.76% | 30 |
|
|
2019
Q4 | $926K | Buy |
+6,768
| New | +$926K | 0.73% | 38 |
|