Souders 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 | $359K | Sell |
2,715
-2,881
| -51% | -$380K | 0.05% | 152 |
|
|
2025
Q1 | $839K | Buy |
5,596
+1,322
| +31% | +$198K | 0.12% | 102 |
|
|
2024
Q4 | $650K | Buy |
4,274
+784
| +22% | +$119K | 0.09% | 116 |
|
|
2024
Q3 | $593K | Buy |
3,490
+55
| +2% | +$9.35K | 0.08% | 119 |
|
|
2024
Q2 | $567K | Sell |
3,435
-170
| -5% | -$28K | 0.09% | 117 |
|
|
2024
Q1 | $631K | Sell |
3,605
-143
| -4% | -$25K | 0.1% | 112 |
|
|
2023
Q4 | $637K | Buy |
3,748
+1
| +0% | +$170 | 0.11% | 108 |
|
|
2023
Q3 | $635K | Sell |
3,747
-176
| -4% | -$29.8K | 0.12% | 108 |
|
|
2023
Q2 | $727K | Sell |
3,923
-35
| -0.9% | -$6.48K | 0.14% | 99 |
|
|
2023
Q1 | $721K | Buy |
3,958
+16
| +0.4% | +$2.92K | 0.15% | 97 |
|
|
2022
Q4 | $712K | Buy |
3,942
+46
| +1% | +$8.31K | 0.16% | 97 |
|
|
2022
Q3 | $636K | Buy |
3,896
+9
| +0.2% | +$1.47K | 0.17% | 96 |
|
|
2022
Q2 | $648K | Buy |
3,887
+278
| +8% | +$46.3K | 0.19% | 92 |
|
|
2022
Q1 | $604K | Buy |
3,609
+31
| +0.9% | +$5.19K | 0.17% | 100 |
|
|
2021
Q4 | $622K | Sell |
3,578
-266
| -7% | -$46.2K | 0.18% | 97 |
|
|
2021
Q3 | $578K | Sell |
3,844
-156
| -4% | -$23.5K | 0.19% | 97 |
|
|
2021
Q2 | $593K | Sell |
4,000
-15,513
| -80% | -$2.3M | 0.2% | 88 |
|
|
2021
Q1 | $2.76M | Sell |
19,513
-719
| -4% | -$102K | 1.08% | 29 |
|
|
2020
Q4 | $3M | Buy |
20,232
+285
| +1% | +$42.3K | 1.31% | 21 |
|
|
2020
Q3 | $2.83M | Buy |
19,947
+426
| +2% | +$60.4K | 1.34% | 19 |
|
|
2020
Q2 | $2.58M | Buy |
19,521
+13,434
| +221% | +$1.78M | 1.48% | 19 |
|
|
2020
Q1 | $731K | Buy |
+6,087
| New | +$731K | 0.65% | 43 |
|