Retirement Guys Formula’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
7,651
+761
| +11% | +$100K | 0.38% | 94 |
|
|
2025
Q1 | $1.03M | Sell |
6,890
-5,578
| -45% | -$836K | 0.51% | 80 |
|
|
2024
Q4 | $1.9M | Sell |
12,468
-15
| -0.1% | -$2.28K | 0.96% | 27 |
|
|
2024
Q3 | $2.12M | Buy |
12,483
+733
| +6% | +$125K | 0.99% | 24 |
|
|
2024
Q2 | $1.94M | Buy |
11,750
+623
| +6% | +$103K | 0.93% | 29 |
|
|
2024
Q1 | $1.95M | Buy |
11,127
+8,173
| +277% | +$1.43M | 0.95% | 29 |
|
|
2023
Q4 | $502K | Sell |
2,954
-53
| -2% | -$9K | 0.27% | 85 |
|
|
2023
Q3 | $510K | Sell |
3,007
-3,216
| -52% | -$545K | 0.35% | 74 |
|
|
2023
Q2 | $1.15M | Buy |
6,223
+115
| +2% | +$21.3K | 0.67% | 38 |
|
|
2023
Q1 | $1.11M | Buy |
6,108
+398
| +7% | +$72.6K | 0.8% | 35 |
|
|
2022
Q4 | $1.03M | Buy |
5,710
+873
| +18% | +$158K | 0.85% | 29 |
|
|
2022
Q3 | $790K | Buy |
4,837
+2,879
| +147% | +$470K | 0.83% | 24 |
|
|
2022
Q2 | $326K | Buy |
1,958
+342
| +21% | +$56.9K | 0.33% | 88 |
|
|
2022
Q1 | $270K | Buy |
1,616
+149
| +10% | +$24.9K | 0.18% | 97 |
|
|
2021
Q4 | $255K | Buy |
+1,467
| New | +$255K | 0.2% | 95 |
|