Sequoia Financial Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.9M | Sell |
105,590
-119,744
| -53% | -$15.8M | 0.1% | 160 |
|
|
2025
Q1 | $33.8M | Buy |
225,334
+11,426
| +5% | +$1.71M | 0.26% | 83 |
|
|
2024
Q4 | $32.5M | Buy |
213,908
+7,959
| +4% | +$1.21M | 0.31% | 74 |
|
|
2024
Q3 | $35M | Buy |
205,949
+5,065
| +3% | +$861K | 0.38% | 65 |
|
|
2024
Q2 | $33.1M | Buy |
200,884
+63,698
| +46% | +$10.5M | 0.4% | 57 |
|
|
2024
Q1 | $24M | Sell |
137,186
-9,704
| -7% | -$1.7M | 0.3% | 78 |
|
|
2023
Q4 | $24.9M | Buy |
146,890
+64,156
| +78% | +$10.9M | 0.31% | 68 |
|
|
2023
Q3 | $14M | Sell |
82,734
-3,209
| -4% | -$544K | 0.25% | 79 |
|
|
2023
Q2 | $15.9M | Sell |
85,943
-15,561
| -15% | -$2.88M | 0.27% | 72 |
|
|
2023
Q1 | $18.5M | Buy |
101,504
+4,935
| +5% | +$900K | 0.41% | 43 |
|
|
2022
Q4 | $17.4M | Buy |
96,569
+42,293
| +78% | +$7.64M | 0.43% | 44 |
|
|
2022
Q3 | $8.86M | Buy |
54,276
+2,114
| +4% | +$345K | 0.28% | 73 |
|
|
2022
Q2 | $8.69M | Sell |
52,162
-7,852
| -13% | -$1.31M | 0.25% | 77 |
|
|
2022
Q1 | $10M | Buy |
60,014
+6,746
| +13% | +$1.13M | 0.25% | 81 |
|
|
2021
Q4 | $9.25M | Buy |
53,268
+33,323
| +167% | +$5.79M | 0.25% | 81 |
|
|
2021
Q3 | $3M | Sell |
19,945
-26,188
| -57% | -$3.94M | 0.3% | 53 |
|
|
2021
Q2 | $6.84M | Buy |
46,133
+7,232
| +19% | +$1.07M | 0.25% | 71 |
|
|
2021
Q1 | $5.5M | Buy |
38,901
+10,652
| +38% | +$1.51M | 0.23% | 65 |
|
|
2020
Q4 | $4.19M | Buy |
28,249
+1,403
| +5% | +$208K | 0.19% | 74 |
|
|
2020
Q3 | $3.72M | Sell |
26,846
-175
| -0.6% | -$24.3K | 0.2% | 67 |
|
|
2020
Q2 | $3.57M | Sell |
27,021
-589
| -2% | -$77.9K | 0.21% | 59 |
|
|
2020
Q1 | $3.32M | Sell |
27,610
-1,141
| -4% | -$137K | 0.24% | 55 |
|
|
2019
Q4 | $3.93M | Sell |
28,751
-2,407
| -8% | -$329K | 0.25% | 58 |
|
|
2019
Q3 | $4.27M | Buy |
31,158
+675
| +2% | +$92.5K | 0.31% | 51 |
|
|
2019
Q2 | $4M | Sell |
30,483
-949
| -3% | -$124K | 0.3% | 54 |
|
|
2019
Q1 | $3.85M | Buy |
31,432
+5,684
| +22% | +$697K | 0.32% | 50 |
|
|
2018
Q4 | $2.85M | Buy |
25,748
+191
| +0.7% | +$21.1K | 0.33% | 54 |
|
|
2018
Q3 | $2.86M | Sell |
25,557
-1,383
| -5% | -$155K | 0.28% | 62 |
|
|
2018
Q2 | $2.93M | Sell |
26,940
-537
| -2% | -$58.5K | 0.31% | 57 |
|
|
2018
Q1 | $3M | Buy |
27,477
+63
| +0.2% | +$6.88K | 0.32% | 60 |
|
|
2017
Q4 | $3.29M | Buy |
27,414
+446
| +2% | +$53.5K | 0.35% | 60 |
|
|
2017
Q3 | $3.01M | Sell |
26,968
-893
| -3% | -$99.5K | 0.36% | 56 |
|
|
2017
Q2 | $3.22M | Sell |
27,861
-31,573
| -53% | -$3.65M | 0.4% | 56 |
|
|
2017
Q1 | $6.65M | Sell |
59,434
-16,603
| -22% | -$1.86M | 0.85% | 26 |
|
|
2016
Q4 | $7.96M | Buy |
76,037
+3,328
| +5% | +$348K | 1.14% | 23 |
|
|
2016
Q3 | $7.91M | Sell |
72,709
-1,314
| -2% | -$143K | 1.47% | 16 |
|
|
2016
Q2 | $7.84M | Buy |
74,023
+63,688
| +616% | +$6.75M | 2.2% | 10 |
|
|
2016
Q1 | $1.06M | Sell |
10,335
-247
| -2% | -$25.3K | 0.34% | 58 |
|
|
2015
Q4 | $1.06M | Sell |
10,582
-223
| -2% | -$22.3K | 0.43% | 48 |
|
|
2015
Q3 | $1.02M | Sell |
10,805
-116
| -1% | -$10.9K | 0.44% | 49 |
|
|
2015
Q2 | $1.02M | Buy |
10,921
+1,265
| +13% | +$118K | 0.43% | 54 |
|
|
2015
Q1 | $923K | Buy |
9,656
+2,397
| +33% | +$229K | 0.42% | 58 |
|
|
2014
Q4 | $686K | Buy |
7,259
+1,015
| +16% | +$95.9K | 0.47% | 53 |
|
|
2014
Q3 | $581K | Buy |
6,244
+6
| +0.1% | +$558 | 0.4% | 63 |
|
|
2014
Q2 | $557K | Buy |
6,238
+213
| +4% | +$19K | 0.42% | 59 |
|
|
2014
Q1 | $503K | Sell |
6,025
-48
| -0.8% | -$4.01K | 0.42% | 69 |
|
|
2013
Q4 | $504K | Buy |
+6,073
| New | +$504K | 0.42% | 70 |
|