Pinnacle Wealth Management Group’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
7,840
-1,128
| -13% | -$149K | 0.59% | 39 |
|
|
2025
Q1 | $1.34M | Sell |
8,968
-1,172
| -12% | -$176K | 0.94% | 33 |
|
|
2024
Q4 | $1.54M | Sell |
10,140
-100
| -1% | -$15.2K | 0.96% | 30 |
|
|
2024
Q3 | $1.74M | Hold |
10,240
| – | – | 1.1% | 27 |
|
|
2024
Q2 | $1.69M | Sell |
10,240
-65
| -0.6% | -$10.7K | 1.14% | 24 |
|
|
2024
Q1 | $1.8M | Hold |
10,305
| – | – | 1.34% | 23 |
|
|
2023
Q4 | $1.75M | Buy |
10,305
+100
| +1% | +$17K | 1.44% | 26 |
|
|
2023
Q3 | $1.73M | Hold |
10,205
| – | – | 1.57% | 20 |
|
|
2023
Q2 | $1.89M | Sell |
10,205
-353
| -3% | -$65.4K | 1.65% | 17 |
|
|
2023
Q1 | $1.92M | Sell |
10,558
-217
| -2% | -$39.6K | 1.67% | 17 |
|
|
2022
Q4 | $1.95M | Sell |
10,775
-1,257
| -10% | -$227K | 1.73% | 16 |
|
|
2022
Q3 | $1.96M | Sell |
12,032
-10
| -0.1% | -$1.63K | 1.73% | 14 |
|
|
2022
Q2 | $2.01M | Sell |
12,042
-75
| -0.6% | -$12.5K | 1.68% | 18 |
|
|
2022
Q1 | $2.03M | Buy |
12,117
+219
| +2% | +$36.7K | 1.53% | 18 |
|
|
2021
Q4 | $2.07M | Sell |
11,898
-259
| -2% | -$45K | 1.53% | 18 |
|
|
2021
Q3 | $1.83M | Sell |
12,157
-82
| -0.7% | -$12.3K | 1.38% | 21 |
|
|
2021
Q2 | $1.81M | Buy |
+12,239
| New | +$1.81M | 1.32% | 23 |
|