SC
Stephens Consulting’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409K | Buy |
3,101
+79
| +3% | +$10.4K | 0.1% | 69 |
|
|
2025
Q1 | $453K | Sell |
3,022
-164
| -5% | -$24.6K | 0.11% | 58 |
|
|
2024
Q4 | $484K | Hold |
3,186
| – | – | 0.12% | 57 |
|
|
2024
Q3 | $542K | Sell |
3,186
-151
| -5% | -$25.7K | 0.14% | 51 |
|
|
2024
Q2 | $550K | Buy |
3,337
+47
| +1% | +$7.75K | 0.16% | 48 |
|
|
2024
Q1 | $576K | Sell |
3,290
-302
| -8% | -$52.9K | 0.18% | 44 |
|
|
2023
Q4 | $610K | Sell |
3,592
-138
| -4% | -$23.4K | 0.21% | 43 |
|
|
2023
Q3 | $632K | Hold |
3,730
| – | – | 0.26% | 39 |
|
|
2023
Q2 | $691K | Sell |
3,730
-30
| -0.8% | -$5.56K | 0.27% | 39 |
|
|
2023
Q1 | $686K | Buy |
3,760
+1
| +0% | +$182 | 0.41% | 35 |
|
|
2022
Q4 | $679K | Sell |
3,759
-75
| -2% | -$13.6K | 0.45% | 35 |
|
|
2022
Q3 | $626K | Buy |
3,834
+29
| +0.8% | +$4.74K | 0.56% | 31 |
|
|
2022
Q2 | $634K | Sell |
3,805
-300
| -7% | -$50K | 0.52% | 30 |
|
|
2022
Q1 | $687K | Buy |
4,105
+1,293
| +46% | +$216K | 0.56% | 30 |
|
|
2021
Q4 | $489K | Buy |
+2,812
| New | +$489K | 0.4% | 39 |
|