SIA
Schear Investment Advisers’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,541
| Closed | -$231K | – | 90 |
|
|
2025
Q1 | $231K | Sell |
1,541
-2,541
| -62% | -$381K | 0.13% | 83 |
|
|
2024
Q4 | $621K | Sell |
4,082
-199
| -5% | -$30.3K | 0.33% | 68 |
|
|
2024
Q3 | $728K | Buy |
4,281
+60
| +1% | +$10.2K | 0.45% | 67 |
|
|
2024
Q2 | $696K | Sell |
4,221
-999
| -19% | -$165K | 0.5% | 62 |
|
|
2024
Q1 | $914K | Sell |
5,220
-648
| -11% | -$113K | 0.73% | 51 |
|
|
2023
Q4 | $997K | Buy |
5,868
+3
| +0.1% | +$510 | 0.96% | 35 |
|
|
2023
Q3 | $994K | Sell |
5,865
-167
| -3% | -$28.3K | 1.07% | 31 |
|
|
2023
Q2 | $1.12M | Buy |
6,032
+641
| +12% | +$119K | 1.18% | 30 |
|
|
2023
Q1 | $983K | Buy |
5,391
+99
| +2% | +$18K | 1.18% | 28 |
|
|
2022
Q4 | $956K | Buy |
+5,292
| New | +$956K | 1.18% | 28 |
|