Soltis Investment 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 | $809K | Buy |
6,128
+684
| +13% | +$90.3K | 0.06% | 196 |
|
|
2025
Q1 | $816K | Sell |
5,444
-445
| -8% | -$66.7K | 0.07% | 186 |
|
|
2024
Q4 | $895K | Buy |
5,889
+58
| +1% | +$8.82K | 0.08% | 171 |
|
|
2024
Q3 | $992K | Buy |
5,831
+814
| +16% | +$138K | 0.1% | 156 |
|
|
2024
Q2 | $827K | Buy |
5,017
+894
| +22% | +$147K | 0.09% | 156 |
|
|
2024
Q1 | $722K | Buy |
4,123
+125
| +3% | +$21.9K | 0.08% | 166 |
|
|
2023
Q4 | $679K | Sell |
3,998
-38
| -0.9% | -$6.45K | 0.08% | 160 |
|
|
2023
Q3 | $684K | Buy |
4,036
+305
| +8% | +$51.7K | 0.09% | 151 |
|
|
2023
Q2 | $691K | Sell |
3,731
-190
| -5% | -$35.2K | 0.08% | 146 |
|
|
2023
Q1 | $715K | Buy |
3,921
+473
| +14% | +$86.2K | 0.09% | 145 |
|
|
2022
Q4 | $623K | Buy |
3,448
+27
| +0.8% | +$4.88K | 0.08% | 153 |
|
|
2022
Q3 | $558K | Buy |
3,421
+1
| +0% | +$163 | 0.08% | 153 |
|
|
2022
Q2 | $570K | Buy |
3,420
+48
| +1% | +$8K | 0.08% | 152 |
|
|
2022
Q1 | $564K | Sell |
3,372
-2
| -0.1% | -$335 | 0.08% | 158 |
|
|
2021
Q4 | $586K | Sell |
3,374
-206
| -6% | -$35.8K | 0.08% | 157 |
|
|
2021
Q3 | $538K | Buy |
3,580
+62
| +2% | +$9.32K | 0.08% | 160 |
|
|
2021
Q2 | $521K | Buy |
3,518
+553
| +19% | +$81.9K | 0.08% | 165 |
|
|
2021
Q1 | $419K | Sell |
2,965
-41
| -1% | -$5.79K | 0.08% | 162 |
|
|
2020
Q4 | $446K | Buy |
3,006
+165
| +6% | +$24.5K | 0.08% | 156 |
|
|
2020
Q3 | $394K | Buy |
2,841
+2
| +0.1% | +$277 | 0.09% | 140 |
|
|
2020
Q2 | $376K | Buy |
2,839
+200
| +8% | +$26.5K | 0.1% | 136 |
|
|
2020
Q1 | $317K | Hold |
2,639
| – | – | 0.1% | 112 |
|
|
2019
Q4 | $361K | Buy |
+2,639
| New | +$361K | 0.07% | 109 |
|