Richwood Investment 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 | $717K | Sell |
5,427
-85
| -2% | -$11.2K | 0.59% | 41 |
|
|
2025
Q1 | $826K | Sell |
5,512
-305
| -5% | -$45.7K | 0.7% | 31 |
|
|
2024
Q4 | $885K | Buy |
5,817
+82
| +1% | +$12.5K | 0.74% | 31 |
|
|
2024
Q3 | $975K | Sell |
5,735
-634
| -10% | -$108K | 0.81% | 28 |
|
|
2024
Q2 | $1.05M | Sell |
6,369
-22
| -0.3% | -$3.63K | 0.92% | 25 |
|
|
2024
Q1 | $1.12M | Buy |
6,391
+160
| +3% | +$28K | 0.99% | 23 |
|
|
2023
Q4 | $1.06M | Sell |
6,231
-633
| -9% | -$108K | 0.99% | 23 |
|
|
2023
Q3 | $1.16M | Buy |
6,864
+38
| +0.6% | +$6.44K | 1.19% | 18 |
|
|
2023
Q2 | $1.26M | Hold |
6,826
| – | – | 1.23% | 17 |
|
|
2023
Q1 | $1.24M | Buy |
6,826
+55
| +0.8% | +$10K | 1.24% | 18 |
|
|
2022
Q4 | $1.22M | Sell |
6,771
-25
| -0.4% | -$4.52K | 1.23% | 18 |
|
|
2022
Q3 | $1.11M | Sell |
6,796
-100
| -1% | -$16.3K | 1.22% | 16 |
|
|
2022
Q2 | $1.15M | Sell |
6,896
-110
| -2% | -$18.3K | 1.16% | 20 |
|
|
2022
Q1 | $1.17M | Buy |
7,006
+895
| +15% | +$150K | 1.05% | 19 |
|
|
2021
Q4 | $1.06M | Buy |
+6,111
| New | +$1.06M | 0.93% | 20 |
|