River Wealth 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 | $6.66M | Buy |
50,434
+955
| +2% | +$126K | 0.83% | 32 |
|
|
2025
Q1 | $7.42M | Sell |
49,479
-2,850
| -5% | -$427K | 1.03% | 25 |
|
|
2024
Q4 | $7.96M | Buy |
52,329
+1,459
| +3% | +$222K | 1.05% | 22 |
|
|
2024
Q3 | $8.65M | Buy |
50,870
+946
| +2% | +$161K | 1.15% | 19 |
|
|
2024
Q2 | $8.23M | Buy |
49,924
+1,751
| +4% | +$289K | 1.18% | 19 |
|
|
2024
Q1 | $8.43M | Buy |
48,173
+1,804
| +4% | +$316K | 1.23% | 18 |
|
|
2023
Q4 | $7.88M | Buy |
46,369
+373
| +0.8% | +$63.4K | 1.26% | 17 |
|
|
2023
Q3 | $7.79M | Buy |
45,996
+2,169
| +5% | +$368K | 1.39% | 15 |
|
|
2023
Q2 | $8.12M | Buy |
43,827
+1,939
| +5% | +$359K | 1.38% | 14 |
|
|
2023
Q1 | $7.64M | Buy |
41,888
+1,436
| +4% | +$262K | 1.39% | 13 |
|
|
2022
Q4 | $7.31M | Buy |
40,452
+506
| +1% | +$91.4K | 1.41% | 13 |
|
|
2022
Q3 | $6.52M | Sell |
39,946
-1,884
| -5% | -$308K | 1.41% | 14 |
|
|
2022
Q2 | $6.97M | Buy |
41,830
+390
| +0.9% | +$65K | 1.28% | 18 |
|
|
2022
Q1 | $6.94M | Buy |
41,440
+975
| +2% | +$163K | 1.11% | 21 |
|
|
2021
Q4 | $7.03M | Buy |
40,465
+1,043
| +3% | +$181K | 1.09% | 22 |
|
|
2021
Q3 | $5.93M | Buy |
39,422
+2,091
| +6% | +$314K | 1.02% | 24 |
|
|
2021
Q2 | $5.53M | Buy |
37,331
+519
| +1% | +$76.9K | 0.97% | 25 |
|
|
2021
Q1 | $5.21M | Buy |
36,812
+1,745
| +5% | +$247K | 0.98% | 25 |
|
|
2020
Q4 | $5.2M | Buy |
35,067
+948
| +3% | +$141K | 1.12% | 23 |
|
|
2020
Q3 | $4.73M | Buy |
34,119
+1,265
| +4% | +$175K | 1.23% | 20 |
|
|
2020
Q2 | $4.35M | Buy |
32,854
+2,375
| +8% | +$314K | 1.32% | 20 |
|
|
2020
Q1 | $3.66M | Buy |
30,479
+676
| +2% | +$81.2K | 1.46% | 18 |
|
|
2019
Q4 | $4.07M | Buy |
29,803
+587
| +2% | +$80.2K | 1.38% | 18 |
|
|
2019
Q3 | $4.01M | Buy |
29,216
+366
| +1% | +$50.2K | 1.51% | 16 |
|
|
2019
Q2 | $3.78M | Buy |
28,850
+509
| +2% | +$66.7K | 1.48% | 17 |
|
|
2019
Q1 | $3.47M | Buy |
28,341
+1,475
| +5% | +$181K | 1.45% | 17 |
|
|
2018
Q4 | $2.97M | Sell |
26,866
-342
| -1% | -$37.8K | 1.32% | 19 |
|
|
2018
Q3 | $3.04M | Buy |
27,208
+1,113
| +4% | +$124K | 1.12% | 24 |
|
|
2018
Q2 | $2.84M | Buy |
26,095
+1,108
| +4% | +$121K | 1.1% | 26 |
|
|
2018
Q1 | $2.73M | Buy |
24,987
+170
| +0.7% | +$18.6K | 1.15% | 26 |
|
|
2017
Q4 | $2.98M | Buy |
24,817
+684
| +3% | +$82K | 1.24% | 21 |
|
|
2017
Q3 | $2.69M | Sell |
24,133
-190
| -0.8% | -$21.2K | 1.22% | 23 |
|
|
2017
Q2 | $2.81M | Buy |
24,323
+35
| +0.1% | +$4.04K | 1.31% | 19 |
|
|
2017
Q1 | $2.72M | Sell |
24,288
-765
| -3% | -$85.6K | 1.32% | 18 |
|
|
2016
Q4 | $2.62M | Sell |
25,053
-1,186
| -5% | -$124K | 1.33% | 19 |
|
|
2016
Q3 | $2.85M | Buy |
26,239
+93
| +0.4% | +$10.1K | 1.58% | 12 |
|
|
2016
Q2 | $2.77M | Buy |
26,146
+524
| +2% | +$55.5K | 1.59% | 12 |
|
|
2016
Q1 | $2.63M | Sell |
25,622
-248
| -1% | -$25.4K | 1.57% | 13 |
|
|
2015
Q4 | $2.59M | Sell |
25,870
-648
| -2% | -$64.8K | 1.64% | 10 |
|
|
2015
Q3 | $2.5M | Sell |
26,518
-41
| -0.2% | -$3.87K | 1.72% | 8 |
|
|
2015
Q2 | $2.48M | Buy |
26,559
+205
| +0.8% | +$19.1K | 1.58% | 10 |
|
|
2015
Q1 | $2.52M | Buy |
+26,354
| New | +$2.52M | 1.56% | 11 |
|