RIA
Regal Investment Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Sell |
21,215
-64
| -0.3% | -$8.45K | 0.21% | 127 |
|
|
2025
Q1 | $3.19M | Sell |
21,279
-6,837
| -24% | -$1.03M | 0.26% | 109 |
|
|
2024
Q4 | $4.28M | Sell |
28,116
-955
| -3% | -$145K | 0.32% | 89 |
|
|
2024
Q3 | $4.94M | Buy |
29,071
+518
| +2% | +$88.1K | 0.35% | 89 |
|
|
2024
Q2 | $4.71M | Buy |
28,553
+1,589
| +6% | +$262K | 0.31% | 92 |
|
|
2024
Q1 | $4.72M | Buy |
26,964
+382
| +1% | +$66.9K | 0.32% | 91 |
|
|
2023
Q4 | $4.51M | Buy |
26,582
+1,703
| +7% | +$289K | 0.34% | 81 |
|
|
2023
Q3 | $4.22M | Buy |
24,879
+837
| +3% | +$142K | 0.35% | 77 |
|
|
2023
Q2 | $4.45M | Buy |
24,042
+1,061
| +5% | +$197K | 0.37% | 81 |
|
|
2023
Q1 | $4.19M | Buy |
22,981
+2,211
| +11% | +$403K | 0.37% | 80 |
|
|
2022
Q4 | $3.75M | Buy |
20,770
+875
| +4% | +$158K | 0.36% | 79 |
|
|
2022
Q3 | $3.25M | Buy |
19,895
+1,914
| +11% | +$312K | 0.34% | 78 |
|
|
2022
Q2 | $3M | Buy |
17,981
+1,433
| +9% | +$239K | 0.31% | 82 |
|
|
2022
Q1 | $2.77M | Buy |
16,548
+467
| +3% | +$78.2K | 0.25% | 105 |
|
|
2021
Q4 | $2.79M | Buy |
16,081
+302
| +2% | +$52.5K | 0.25% | 99 |
|
|
2021
Q3 | $2.37M | Buy |
15,779
+1,486
| +10% | +$223K | 0.23% | 114 |
|
|
2021
Q2 | $2.12M | Buy |
+14,293
| New | +$2.12M | 0.21% | 122 |
|
|
2021
Q1 | – | Sell |
-16,633
| Closed | -$2.47M | – | 307 |
|
|
2020
Q4 | $2.47M | Buy |
+16,633
| New | +$2.47M | 0.28% | 94 |
|
|
2020
Q3 | – | Sell |
-15,259
| Closed | -$2.02M | – | 195 |
|
|
2020
Q2 | $2.02M | Buy |
+15,259
| New | +$2.02M | 0.37% | 72 |
|
|
2020
Q1 | – | Sell |
-13,579
| Closed | -$1.86M | – | 225 |
|
|
2019
Q4 | $1.86M | Buy |
13,579
+77
| +0.6% | +$10.5K | 0.33% | 99 |
|
|
2019
Q3 | $1.85M | Sell |
13,502
-439
| -3% | -$60.2K | 0.36% | 94 |
|
|
2019
Q2 | $1.83M | Buy |
13,941
+613
| +5% | +$80.4K | 0.36% | 92 |
|
|
2019
Q1 | $1.63M | Buy |
13,328
+1,074
| +9% | +$132K | 0.33% | 99 |
|
|
2018
Q4 | $1.35M | Buy |
12,254
+1,658
| +16% | +$183K | 0.3% | 98 |
|
|
2018
Q3 | $1.19M | Buy |
10,596
+1,811
| +21% | +$203K | 0.25% | 118 |
|
|
2018
Q2 | $956K | Sell |
8,785
-17,813
| -67% | -$1.94M | 0.29% | 111 |
|
|
2018
Q1 | $2.9M | Sell |
26,598
-747
| -3% | -$81.5K | 0.64% | 41 |
|
|
2017
Q4 | $3.28M | Buy |
27,345
+108
| +0.4% | +$13K | 0.73% | 37 |
|
|
2017
Q3 | $3.04M | Sell |
27,237
-773
| -3% | -$86.1K | 0.71% | 37 |
|
|
2017
Q2 | $3.24M | Buy |
28,010
+19,067
| +213% | +$2.2M | 0.8% | 34 |
|
|
2017
Q1 | $1M | Sell |
8,943
-327
| -4% | -$36.6K | 0.26% | 113 |
|
|
2016
Q4 | $970K | Sell |
9,270
-311
| -3% | -$32.5K | 0.27% | 110 |
|
|
2016
Q3 | $1.04M | Buy |
9,581
+437
| +5% | +$47.5K | 0.3% | 99 |
|
|
2016
Q2 | $969K | Sell |
9,144
-1,949
| -18% | -$207K | 0.27% | 105 |
|
|
2016
Q1 | $1.14M | Sell |
11,093
-354
| -3% | -$36.3K | 0.31% | 93 |
|
|
2015
Q4 | $1.14M | Buy |
11,447
+3,123
| +38% | +$312K | 0.3% | 96 |
|
|
2015
Q3 | $784K | Buy |
8,324
+2,590
| +45% | +$244K | 0.2% | 123 |
|
|
2015
Q2 | $535K | Buy |
5,734
+371
| +7% | +$34.6K | 0.14% | 149 |
|
|
2015
Q1 | $513K | Buy |
5,363
+2,336
| +77% | +$223K | 0.13% | 155 |
|
|
2014
Q4 | $286K | Sell |
3,027
-4,211
| -58% | -$398K | 0.08% | 184 |
|
|
2014
Q3 | $674K | Buy |
7,238
+629
| +10% | +$58.6K | 0.2% | 122 |
|
|
2014
Q2 | $590K | Buy |
6,609
+1,053
| +19% | +$94K | 0.21% | 118 |
|
|
2014
Q1 | $464K | Buy |
5,556
+1,000
| +22% | +$83.5K | 0.2% | 124 |
|
|
2013
Q4 | $378K | Sell |
4,556
-1,811
| -28% | -$150K | 0.22% | 120 |
|
|
2013
Q3 | $506K | Sell |
6,367
-1,004
| -14% | -$79.8K | 0.3% | 107 |
|
|
2013
Q2 | $603K | Buy |
+7,371
| New | +$603K | 0.33% | 100 |
|