Peterson Wealth Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,395
| Closed | -$209K | – | 91 |
|
|
2024
Q4 | $209K | Buy |
1,395
+197
| +16% | +$29.5K | 0.04% | 82 |
|
|
2024
Q3 | $204K | Buy |
+1,198
| New | +$204K | 0.04% | 82 |
|
|
2024
Q2 | – | Sell |
-1,277
| Closed | -$223K | – | 76 |
|
|
2024
Q1 | $223K | Hold |
1,277
| – | – | 0.05% | 65 |
|
|
2023
Q4 | $217K | Hold |
1,277
| – | – | 0.05% | 64 |
|
|
2023
Q3 | $216K | Buy |
1,277
+64
| +5% | +$10.8K | 0.06% | 58 |
|
|
2023
Q2 | $225K | Sell |
1,213
-66
| -5% | -$12.2K | 0.06% | 59 |
|
|
2023
Q1 | $233K | Hold |
1,279
| – | – | 0.06% | 58 |
|
|
2022
Q4 | $231K | Sell |
1,279
-57
| -4% | -$10.3K | 0.07% | 59 |
|
|
2022
Q3 | $218K | Hold |
1,336
| – | – | 0.07% | 54 |
|
|
2022
Q2 | $223K | Hold |
1,336
| – | – | 0.07% | 52 |
|
|
2022
Q1 | $224K | Buy |
1,336
+80
| +6% | +$13.4K | 0.07% | 54 |
|
|
2021
Q4 | $218K | Buy |
+1,256
| New | +$218K | 0.06% | 55 |
|