Secure Asset Management’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $392K | Buy |
2,967
+204
| +7% | +$26.9K | 0.07% | 215 |
|
|
2025
Q1 | $414K | Sell |
2,763
-783
| -22% | -$117K | 0.08% | 194 |
|
|
2024
Q4 | $539K | Buy |
3,546
+855
| +32% | +$130K | 0.08% | 187 |
|
|
2024
Q3 | $458K | Buy |
2,691
+997
| +59% | +$170K | 0.08% | 191 |
|
|
2024
Q2 | $279K | Buy |
1,694
+136
| +9% | +$22.4K | 0.05% | 238 |
|
|
2024
Q1 | $273K | Sell |
1,558
-1,034
| -40% | -$181K | 0.06% | 193 |
|
|
2023
Q4 | $440K | Sell |
2,592
-134
| -5% | -$22.8K | 0.12% | 135 |
|
|
2023
Q3 | $462K | Buy |
2,726
+365
| +15% | +$61.8K | 0.14% | 126 |
|
|
2023
Q2 | $437K | Buy |
2,361
+72
| +3% | +$13.3K | 0.13% | 123 |
|
|
2023
Q1 | $417K | Sell |
2,289
-73
| -3% | -$13.3K | 0.14% | 124 |
|
|
2022
Q4 | $427K | Buy |
2,362
+96
| +4% | +$17.3K | 0.15% | 127 |
|
|
2022
Q3 | $370K | Sell |
2,266
-65
| -3% | -$10.6K | 0.21% | 96 |
|
|
2022
Q2 | $388K | Buy |
2,331
+105
| +5% | +$17.5K | 0.21% | 94 |
|
|
2022
Q1 | $373K | Buy |
2,226
+128
| +6% | +$21.4K | 0.17% | 116 |
|
|
2021
Q4 | $364K | Sell |
2,098
-798
| -28% | -$138K | 0.15% | 118 |
|
|
2021
Q3 | $436K | Sell |
2,896
-133
| -4% | -$20K | 0.22% | 82 |
|
|
2021
Q2 | $449K | Sell |
3,029
-73
| -2% | -$10.8K | 0.23% | 89 |
|
|
2021
Q1 | $439K | Buy |
3,102
+719
| +30% | +$102K | 0.24% | 91 |
|
|
2020
Q4 | $353K | Sell |
2,383
-594
| -20% | -$88K | 0.21% | 101 |
|
|
2020
Q3 | $413K | Buy |
2,977
+14
| +0.5% | +$1.94K | 0.28% | 79 |
|
|
2020
Q2 | $392K | Buy |
2,963
+100
| +3% | +$13.2K | 0.28% | 91 |
|
|
2020
Q1 | $344K | Buy |
2,863
+160
| +6% | +$19.2K | 0.37% | 66 |
|
|
2019
Q4 | $369K | Buy |
+2,703
| New | +$369K | 0.26% | 96 |
|