SS&H 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 | $3.39M | Sell |
25,691
-284
| -1% | -$37.5K | 1.13% | 21 |
|
|
2025
Q1 | $3.9M | Sell |
25,975
-283
| -1% | -$42.4K | 1.45% | 17 |
|
|
2024
Q4 | $3.99M | Sell |
26,258
-142
| -0.5% | -$21.6K | 1.45% | 16 |
|
|
2024
Q3 | $4.49M | Sell |
26,400
-400
| -1% | -$68K | 1.64% | 12 |
|
|
2024
Q2 | $4.42M | Sell |
26,800
-100
| -0.4% | -$16.5K | 1.73% | 11 |
|
|
2024
Q1 | $4.71M | Sell |
26,900
-2,975
| -10% | -$521K | 1.96% | 12 |
|
|
2023
Q4 | $5.07M | Hold |
29,875
| – | – | 2.15% | 12 |
|
|
2023
Q3 | $5.06M | Buy |
+29,875
| New | +$5.06M | 2.37% | 9 |
|
|
2023
Q1 | $5.57M | Buy |
30,568
+369
| +1% | +$67.3K | 2.55% | 7 |
|
|
2022
Q4 | $5.46M | Sell |
30,199
-5,000
| -14% | -$903K | 2.6% | 7 |
|
|
2022
Q3 | $5.75M | Sell |
35,199
-100
| -0.3% | -$16.3K | 2.97% | 6 |
|
|
2022
Q2 | $5.88M | Sell |
35,299
-1,350
| -4% | -$225K | 2.72% | 6 |
|
|
2022
Q1 | $6.13M | Buy |
+36,649
| New | +$6.13M | 2.4% | 6 |
|