RDFA
Ritter Daniher Financial Advisory’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Buy |
1,865
+126
| +7% | +$16.6K | 0.06% | 87 |
|
|
2025
Q1 | $261K | Sell |
1,739
-325
| -16% | -$48.7K | 0.07% | 77 |
|
|
2024
Q4 | $314K | Hold |
2,064
| – | – | 0.09% | 67 |
|
|
2024
Q3 | $351K | Hold |
2,064
| – | – | 0.1% | 60 |
|
|
2024
Q2 | $340K | Sell |
2,064
-298
| -13% | -$49.1K | 0.11% | 58 |
|
|
2024
Q1 | $413K | Hold |
2,362
| – | – | 0.14% | 53 |
|
|
2023
Q4 | $401K | Hold |
2,362
| – | – | 0.15% | 53 |
|
|
2023
Q3 | $400K | Buy |
2,362
+795
| +51% | +$135K | 0.17% | 50 |
|
|
2023
Q2 | $290K | Hold |
1,567
| – | – | 0.12% | 56 |
|
|
2023
Q1 | $286K | Sell |
1,567
-214
| -12% | -$39K | 0.13% | 55 |
|
|
2022
Q4 | $322K | Hold |
1,781
| – | – | 0.15% | 55 |
|
|
2022
Q3 | $291K | Sell |
1,781
-18
| -1% | -$2.94K | 0.21% | 52 |
|
|
2022
Q2 | $300K | Hold |
1,799
| – | – | 0.21% | 50 |
|
|
2022
Q1 | $301K | Hold |
1,799
| – | – | 0.21% | 48 |
|
|
2021
Q4 | $313K | Buy |
1,799
+125
| +7% | +$21.7K | 0.21% | 44 |
|
|
2021
Q3 | $252K | Sell |
1,674
-100
| -6% | -$15.1K | 0.18% | 50 |
|
|
2021
Q2 | $263K | Sell |
1,774
-10
| -0.6% | -$1.48K | 0.2% | 46 |
|
|
2021
Q1 | $252K | Hold |
1,784
| – | – | 0.2% | 42 |
|
|
2020
Q4 | $265K | Buy |
+1,784
| New | +$265K | 0.23% | 44 |
|