Safeguard Investment Advisory Group’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Sell |
1,547
-699
| -31% | -$92.3K | 0.05% | 135 |
|
|
2025
Q1 | $338K | Buy |
+2,246
| New | +$338K | 0.09% | 88 |
|
|
2024
Q4 | – | Sell |
-1,229
| Closed | -$209K | – | 125 |
|
|
2024
Q3 | $209K | Buy |
+1,229
| New | +$209K | 0.06% | 110 |
|
|
2024
Q2 | – | Sell |
-1,171
| Closed | -$205K | – | 112 |
|
|
2024
Q1 | $205K | Sell |
1,171
-111
| -9% | -$19.4K | 0.07% | 97 |
|
|
2023
Q4 | $218K | Sell |
1,282
-23
| -2% | -$3.91K | 0.08% | 89 |
|
|
2023
Q3 | $221K | Sell |
1,305
-57
| -4% | -$9.66K | 0.1% | 85 |
|
|
2023
Q2 | $252K | Buy |
+1,362
| New | +$252K | 0.11% | 83 |
|
|
2021
Q1 | – | Sell |
-1,130
| Closed | -$167K | – | 517 |
|
|
2020
Q4 | $167K | Buy |
+1,130
| New | +$167K | 0.15% | 82 |
|