Physician 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
Q2 | $928K | Buy |
7,029
+17
| +0.2% | +$2.25K | 0.15% | 70 |
|
|
2025
Q1 | $1.05M | Sell |
7,012
-8
| -0.1% | -$1.2K | 0.18% | 61 |
|
|
2024
Q4 | $1.07M | Sell |
7,020
-66
| -0.9% | -$10K | 0.18% | 65 |
|
|
2024
Q3 | $1.25M | Buy |
7,086
+186
| +3% | +$32.7K | 0.22% | 55 |
|
|
2024
Q2 | $1.14M | Sell |
6,900
-90
| -1% | -$14.8K | 0.21% | 64 |
|
|
2024
Q1 | $1.17M | Buy |
6,990
+290
| +4% | +$48.6K | 0.25% | 60 |
|
|
2023
Q4 | $1.11M | Buy |
6,700
+37
| +0.6% | +$6.11K | 0.25% | 59 |
|
|
2023
Q3 | $1.08M | Buy |
6,663
+6
| +0.1% | +$968 | 0.28% | 54 |
|
|
2023
Q2 | $1.24M | Buy |
6,657
+24
| +0.4% | +$4.45K | 0.31% | 47 |
|
|
2023
Q1 | $1.23M | Buy |
6,633
+5
| +0.1% | +$924 | 0.32% | 46 |
|
|
2022
Q4 | $1.13M | Buy |
6,628
+30
| +0.5% | +$5.12K | 0.31% | 46 |
|
|
2022
Q3 | $1.1M | Buy |
6,598
+5
| +0.1% | +$830 | 0.34% | 47 |
|
|
2022
Q2 | $1.17M | Buy |
6,593
+2
| +0% | +$354 | 0.34% | 47 |
|
|
2022
Q1 | $1.15M | Buy |
6,591
+1
| +0% | +$174 | 0.3% | 51 |
|
|
2021
Q4 | $1.15M | Buy |
6,590
+1
| +0% | +$174 | 0.3% | 49 |
|
|
2021
Q3 | $1.05M | Buy |
6,589
+1
| +0% | +$159 | 0.29% | 49 |
|
|
2021
Q2 | $1.02M | Buy |
6,588
+45
| +0.7% | +$6.98K | 0.29% | 48 |
|
|
2021
Q1 | $937K | Sell |
6,543
-398
| -6% | -$57K | 0.3% | 49 |
|
|
2020
Q4 | $940K | Sell |
6,941
-89
| -1% | -$12.1K | 0.32% | 47 |
|
|
2020
Q3 | $950K | Sell |
7,030
-2,368
| -25% | -$320K | 0.38% | 42 |
|
|
2020
Q2 | $1.28M | Buy |
9,398
+16
| +0.2% | +$2.18K | 0.52% | 37 |
|
|
2020
Q1 | $1.24M | Sell |
9,382
-353
| -4% | -$46.8K | 0.62% | 33 |
|
|
2019
Q4 | $1.33M | Buy |
9,735
+570
| +6% | +$77.8K | 0.59% | 32 |
|
|
2019
Q3 | $1.23M | Buy |
+9,165
| New | +$1.23M | 0.6% | 32 |
|