Pinnacle Wealth Planning Services’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Sell |
10,576
-2,109
| -17% | -$278K | 0.18% | 73 |
|
|
2025
Q1 | $1.9M | Buy |
12,685
+565
| +5% | +$84.7K | 0.29% | 51 |
|
|
2024
Q4 | $1.84M | Sell |
12,120
-3,817
| -24% | -$580K | 0.28% | 49 |
|
|
2024
Q3 | $2.71M | Buy |
15,937
+7
| +0% | +$1.19K | 0.37% | 41 |
|
|
2024
Q2 | $2.63M | Sell |
15,930
-389
| -2% | -$64.2K | 0.38% | 41 |
|
|
2024
Q1 | $2.86M | Sell |
16,319
-745
| -4% | -$130K | 0.42% | 38 |
|
|
2023
Q4 | $2.9M | Sell |
17,064
-465
| -3% | -$79K | 0.46% | 36 |
|
|
2023
Q3 | $2.97M | Sell |
17,529
-1,003
| -5% | -$170K | 0.49% | 34 |
|
|
2023
Q2 | $3.43M | Sell |
18,532
-684
| -4% | -$127K | 0.55% | 28 |
|
|
2023
Q1 | $3.5M | Sell |
19,216
-321
| -2% | -$58.5K | 0.58% | 25 |
|
|
2022
Q4 | $3.53M | Sell |
19,537
-50
| -0.3% | -$9.03K | 0.63% | 22 |
|
|
2022
Q3 | $3.2M | Sell |
19,587
-1,410
| -7% | -$230K | 0.59% | 27 |
|
|
2022
Q2 | $3.5M | Sell |
20,997
-1,015
| -5% | -$169K | 0.63% | 27 |
|
|
2022
Q1 | $3.68M | Buy |
22,012
+1,514
| +7% | +$253K | 0.67% | 27 |
|
|
2021
Q4 | $3.56M | Buy |
20,498
+657
| +3% | +$114K | 0.7% | 25 |
|
|
2021
Q3 | $2.98M | Buy |
19,841
+701
| +4% | +$105K | 0.66% | 29 |
|
|
2021
Q2 | $2.84M | Sell |
19,140
-15
| -0.1% | -$2.22K | 0.66% | 26 |
|
|
2021
Q1 | $2.71M | Sell |
19,155
-285
| -1% | -$40.3K | 0.69% | 28 |
|
|
2020
Q4 | $2.88M | Buy |
19,440
+174
| +0.9% | +$25.8K | 0.69% | 20 |
|
|
2020
Q3 | $2.67M | Buy |
19,266
+403
| +2% | +$55.9K | 0.88% | 20 |
|
|
2020
Q2 | $2.5M | Buy |
18,863
+12,254
| +185% | +$1.62M | 0.81% | 26 |
|
|
2020
Q1 | $793K | Buy |
6,609
+849
| +15% | +$102K | 0.38% | 55 |
|
|
2019
Q4 | $787K | Buy |
5,760
+712
| +14% | +$97.3K | 0.37% | 59 |
|
|
2019
Q3 | $692K | Buy |
5,048
+1,215
| +32% | +$167K | 0.38% | 59 |
|
|
2019
Q2 | $503K | Buy |
3,833
+406
| +12% | +$53.3K | 0.3% | 64 |
|
|
2019
Q1 | $421K | Sell |
3,427
-101
| -3% | -$12.4K | 0.28% | 69 |
|
|
2018
Q4 | $390K | Buy |
3,528
+1,309
| +59% | +$145K | 0.25% | 78 |
|
|
2018
Q3 | $248K | Buy |
2,219
+7
| +0.3% | +$782 | 0.23% | 139 |
|
|
2018
Q2 | $240K | Buy |
2,212
+58
| +3% | +$6.29K | 0.23% | 145 |
|
|
2018
Q1 | $235K | Buy |
2,154
+982
| +84% | +$107K | 0.24% | 140 |
|
|
2017
Q4 | $140K | Buy |
+1,172
| New | +$140K | 0.29% | 70 |
|