Spire Wealth Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Sell |
8,221
-24,742
| -75% | -$3.27M | 0.04% | 350 |
|
|
2025
Q1 | $4.94M | Buy |
32,963
+13,979
| +74% | +$2.1M | 0.16% | 126 |
|
|
2024
Q4 | $2.89M | Sell |
18,984
-8,166
| -30% | -$1.24M | 0.09% | 192 |
|
|
2024
Q3 | $4.62M | Sell |
27,150
-25,258
| -48% | -$4.3M | 0.16% | 122 |
|
|
2024
Q2 | $8.64M | Sell |
52,408
-2,664
| -5% | -$439K | 0.31% | 72 |
|
|
2024
Q1 | $9.64M | Buy |
55,072
+611
| +1% | +$107K | 0.18% | 99 |
|
|
2023
Q4 | $9.03M | Buy |
54,461
+4,022
| +8% | +$667K | 0.3% | 68 |
|
|
2023
Q3 | $8.55M | Buy |
50,439
+23,668
| +88% | +$4.01M | 0.33% | 69 |
|
|
2023
Q2 | $4.96M | Buy |
26,771
+51
| +0.2% | +$9.45K | 0.18% | 103 |
|
|
2023
Q1 | $4.87M | Buy |
26,720
+13,764
| +106% | +$2.51M | 0.19% | 113 |
|
|
2022
Q4 | $2.34M | Buy |
12,956
+2,768
| +27% | +$500K | 0.13% | 141 |
|
|
2022
Q3 | $1.66M | Sell |
10,188
-21,517
| -68% | -$3.51M | 0.1% | 149 |
|
|
2022
Q2 | $5.28M | Sell |
31,705
-6,851
| -18% | -$1.14M | 0.22% | 117 |
|
|
2022
Q1 | $6.45M | Sell |
38,556
-12,522
| -25% | -$2.1M | 0.17% | 134 |
|
|
2021
Q4 | $8.87M | Buy |
51,078
+8,453
| +20% | +$1.47M | 0.2% | 128 |
|
|
2021
Q3 | $6.41M | Buy |
42,625
+415
| +1% | +$62.4K | 0.17% | 138 |
|
|
2021
Q2 | $6.25M | Sell |
42,210
-11,533
| -21% | -$1.71M | 0.17% | 143 |
|
|
2021
Q1 | $6.86M | Buy |
+53,743
| New | +$6.86M | 0.18% | 129 |
|