SDAM
Shulman DeMeo Asset Management’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Buy |
1,862
+17
| +0.9% | +$2.24K | 0.06% | 99 |
|
|
2025
Q1 | $277K | Buy |
1,845
+29
| +2% | +$4.35K | 0.08% | 95 |
|
|
2024
Q4 | $276K | Hold |
1,816
| – | – | 0.07% | 96 |
|
|
2024
Q3 | $309K | Buy |
1,816
+12
| +0.7% | +$2.04K | 0.08% | 99 |
|
|
2024
Q2 | $298K | Sell |
1,804
-4,880
| -73% | -$805K | 0.08% | 98 |
|
|
2024
Q1 | $1.17M | Sell |
6,684
-9
| -0.1% | -$1.58K | 0.31% | 28 |
|
|
2023
Q4 | $1.14M | Sell |
6,693
-18
| -0.3% | -$3.06K | 0.32% | 28 |
|
|
2023
Q3 | $1.14M | Sell |
6,711
-322
| -5% | -$54.6K | 0.38% | 23 |
|
|
2023
Q2 | $1.3M | Buy |
7,033
+1,369
| +24% | +$254K | 0.39% | 21 |
|
|
2023
Q1 | $1.03M | Buy |
5,664
+68
| +1% | +$12.4K | 0.32% | 29 |
|
|
2022
Q4 | $1.01M | Buy |
5,596
+28
| +0.5% | +$5.06K | 0.34% | 29 |
|
|
2022
Q3 | $909K | Sell |
5,568
-50
| -0.9% | -$8.16K | 0.32% | 31 |
|
|
2022
Q2 | $936K | Buy |
5,618
+23
| +0.4% | +$3.83K | 0.31% | 33 |
|
|
2022
Q1 | $937K | Buy |
5,595
+21
| +0.4% | +$3.52K | 0.26% | 38 |
|
|
2021
Q4 | $968K | Buy |
5,574
+76
| +1% | +$13.2K | 0.25% | 41 |
|
|
2021
Q3 | $827K | Buy |
+5,498
| New | +$827K | 0.72% | 26 |
|
|
2021
Q2 | – | Sell |
-5,581
| Closed | -$789K | – | 121 |
|
|
2021
Q1 | $789K | Buy |
5,581
+42
| +0.8% | +$5.94K | 0.22% | 52 |
|
|
2020
Q4 | $821K | Buy |
5,539
+567
| +11% | +$84K | 0.23% | 48 |
|
|
2020
Q3 | $689K | Buy |
4,972
+342
| +7% | +$47.4K | 0.23% | 49 |
|
|
2020
Q2 | $612K | Sell |
4,630
-7
| -0.2% | -$925 | 0.24% | 48 |
|
|
2020
Q1 | $557K | Sell |
4,637
-209
| -4% | -$25.1K | 0.26% | 42 |
|
|
2019
Q4 | $662K | Buy |
4,846
+284
| +6% | +$38.8K | 0.23% | 49 |
|
|
2019
Q3 | $625K | Buy |
4,562
+579
| +15% | +$79.3K | 0.21% | 51 |
|
|
2019
Q2 | $522K | Buy |
3,983
+1,738
| +77% | +$228K | 0.19% | 54 |
|
|
2019
Q1 | $275K | Buy |
+2,245
| New | +$275K | 0.1% | 93 |
|