SAG
SageView Advisory Group’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Sell |
16,538
-320
| -2% | -$45.3K | 0.09% | 122 |
|
|
2025
Q1 | $2.53M | Buy |
16,858
+603
| +4% | +$90.4K | 0.11% | 105 |
|
|
2024
Q4 | $2.47M | Buy |
16,255
+294
| +2% | +$44.7K | 0.11% | 106 |
|
|
2024
Q3 | $2.71M | Sell |
15,961
-7,870
| -33% | -$1.34M | 0.14% | 92 |
|
|
2024
Q2 | $3.93M | Buy |
+23,831
| New | +$3.93M | 0.18% | 74 |
|
|
2024
Q1 | – | Sell |
-21,799
| Closed | -$3.7M | – | 737 |
|
|
2023
Q4 | $3.7M | Buy |
21,799
+3,632
| +20% | +$616K | 0.16% | 78 |
|
|
2023
Q3 | $3.08M | Buy |
18,167
+41
| +0.2% | +$6.95K | 0.18% | 77 |
|
|
2023
Q2 | $3.36M | Sell |
18,126
-847
| -4% | -$157K | 0.19% | 78 |
|
|
2023
Q1 | $3.46M | Buy |
18,973
+7,097
| +60% | +$1.29M | 0.22% | 73 |
|
|
2022
Q4 | $2.15M | Buy |
+11,876
| New | +$2.15M | 0.17% | 96 |
|