SIA
Schechter Investment Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $727K | Sell |
4,848
-1,193
| -20% | -$179K | 0.06% | 284 |
|
|
2024
Q4 | $919K | Sell |
6,041
-3,369
| -36% | -$512K | 0.07% | 251 |
|
|
2024
Q3 | $1.6M | Buy |
9,410
+18
| +0.2% | +$3.06K | 0.12% | 167 |
|
|
2024
Q2 | $1.55M | Buy |
9,392
+857
| +10% | +$141K | 0.12% | 166 |
|
|
2024
Q1 | $1.49M | Buy |
8,535
+472
| +6% | +$82.6K | 0.11% | 174 |
|
|
2023
Q4 | $1.37M | Sell |
8,063
-2,461
| -23% | -$418K | 0.12% | 169 |
|
|
2023
Q3 | $1.78M | Buy |
10,524
+442
| +4% | +$74.9K | 0.17% | 118 |
|
|
2023
Q2 | $1.87M | Buy |
10,082
+249
| +3% | +$46.1K | 0.17% | 120 |
|
|
2023
Q1 | $1.79M | Buy |
9,833
+1,144
| +13% | +$209K | 0.17% | 129 |
|
|
2022
Q4 | $1.57M | Buy |
8,689
+124
| +1% | +$22.4K | 0.14% | 167 |
|
|
2022
Q3 | $1.4M | Buy |
8,565
+1,375
| +19% | +$225K | 0.14% | 186 |
|
|
2022
Q2 | $1.2M | Buy |
7,190
+819
| +13% | +$136K | 0.12% | 223 |
|
|
2022
Q1 | $1.07M | Buy |
6,371
+270
| +4% | +$45.2K | 0.1% | 282 |
|
|
2021
Q4 | $1.06M | Buy |
+6,101
| New | +$1.06M | 0.1% | 284 |
|