Peterson 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
Q1 | $3.05M | Sell |
20,348
-13,776
| -40% | -$2.07M | 2.05% | 18 |
|
|
2024
Q4 | $5.19M | Sell |
34,124
-567
| -2% | -$86.2K | 3.09% | 13 |
|
|
2024
Q3 | $5.9M | Buy |
34,691
+153
| +0.4% | +$26K | 3.77% | 8 |
|
|
2024
Q2 | $5.7M | Buy |
34,538
+537
| +2% | +$88.6K | 3.52% | 7 |
|
|
2024
Q1 | $5.95M | Buy |
34,001
+1,587
| +5% | +$278K | 4.3% | 5 |
|
|
2023
Q4 | $5.51M | Buy |
32,414
+1,192
| +4% | +$202K | 4.96% | 5 |
|
|
2023
Q3 | $5.29M | Buy |
31,222
+3,966
| +15% | +$672K | 4.35% | 6 |
|
|
2023
Q2 | $5.05M | Sell |
27,256
-1,990
| -7% | -$369K | 4% | 6 |
|
|
2023
Q1 | $5.33M | Buy |
29,246
+2,675
| +10% | +$488K | 5.1% | 6 |
|
|
2022
Q4 | $4.8M | Sell |
26,571
-841
| -3% | -$152K | 4.89% | 7 |
|
|
2022
Q3 | $4.48M | Buy |
27,412
+970
| +4% | +$158K | 4.17% | 8 |
|
|
2022
Q2 | $4.41M | Sell |
26,442
-171
| -0.6% | -$28.5K | 5.7% | 6 |
|
|
2022
Q1 | $4.46M | Buy |
26,613
+919
| +4% | +$154K | 2.99% | 11 |
|
|
2021
Q4 | $4.46M | Buy |
25,694
+384
| +2% | +$66.7K | 2.98% | 10 |
|
|
2021
Q3 | $3.81M | Sell |
25,310
-59
| -0.2% | -$8.87K | 2.95% | 11 |
|
|
2021
Q2 | $3.76M | Buy |
25,369
+1,401
| +6% | +$208K | 2.93% | 10 |
|
|
2021
Q1 | $3.39M | Sell |
23,968
-3,145
| -12% | -$445K | 2.88% | 14 |
|
|
2020
Q4 | $4.02M | Buy |
27,113
+238
| +0.9% | +$35.3K | 3.26% | 12 |
|
|
2020
Q3 | $3.73M | Sell |
26,875
-1,519
| -5% | -$211K | 3.3% | 12 |
|
|
2020
Q2 | $3.76M | Buy |
28,394
+515
| +2% | +$68.1K | 3.73% | 9 |
|
|
2020
Q1 | $3.35M | Sell |
27,879
-803
| -3% | -$96.4K | 4.08% | 9 |
|
|
2019
Q4 | $3.93M | Buy |
+28,682
| New | +$3.93M | 3.57% | 10 |
|