SIAP
Sterling Investment Advisors (Pennsylvania)’s PepsiCo PEP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.67M | Sell |
12,645
-995
| -7% | -$131K | 0.37% | 74 |
|
2025
Q1 | $2.05M | Buy |
13,640
+18
| +0.1% | +$2.7K | 0.49% | 58 |
|
2024
Q4 | $2.07M | Buy |
13,622
+5
| +0% | +$760 | 0.5% | 62 |
|
2024
Q3 | $2.32M | Buy |
13,617
+207
| +2% | +$35.2K | 0.59% | 56 |
|
2024
Q2 | $2.21M | Buy |
13,410
+14
| +0.1% | +$2.31K | 0.6% | 54 |
|
2024
Q1 | $2.34M | Sell |
13,396
-94
| -0.7% | -$16.5K | 0.66% | 51 |
|
2023
Q4 | $2.29M | Buy |
13,490
+6
| +0% | +$1.02K | 0.71% | 49 |
|
2023
Q3 | $2.28M | Sell |
13,484
-44
| -0.3% | -$7.46K | 0.8% | 45 |
|
2023
Q2 | $2.51M | Sell |
13,528
-517
| -4% | -$95.7K | 0.83% | 40 |
|
2023
Q1 | $2.56M | Buy |
14,045
+116
| +0.8% | +$21.1K | 0.86% | 40 |
|
2022
Q4 | $2.52M | Buy |
13,929
+139
| +1% | +$25.1K | 0.9% | 40 |
|
2022
Q3 | $2.25M | Buy |
13,790
+7
| +0.1% | +$1.14K | 0.84% | 43 |
|
2022
Q2 | $2.3M | Buy |
13,783
+6
| +0% | +$1K | 0.79% | 40 |
|
2022
Q1 | $2.31M | Sell |
13,777
-44
| -0.3% | -$7.37K | 0.65% | 54 |
|
2021
Q4 | $2.4M | Sell |
13,821
-80
| -0.6% | -$13.9K | 0.68% | 49 |
|
2021
Q3 | $2.09M | Buy |
13,901
+44
| +0.3% | +$6.62K | 0.62% | 54 |
|
2021
Q2 | $2.05M | Sell |
13,857
-42
| -0.3% | -$6.22K | 0.6% | 55 |
|
2021
Q1 | $1.97M | Buy |
13,899
+7
| +0.1% | +$990 | 0.63% | 50 |
|
2020
Q4 | $2.06M | Buy |
13,892
+7
| +0.1% | +$1.04K | 0.7% | 43 |
|
2020
Q3 | $1.92M | Sell |
13,885
-367
| -3% | -$50.9K | 0.74% | 40 |
|
2020
Q2 | $1.89M | Buy |
14,252
+7
| +0% | +$926 | 0.78% | 35 |
|
2020
Q1 | $1.71M | Buy |
14,245
+7
| +0% | +$840 | 0.9% | 32 |
|
2019
Q4 | $1.95M | Sell |
14,238
-44
| -0.3% | -$6.01K | 0.89% | 33 |
|
2019
Q3 | $1.96M | Buy |
14,282
+304
| +2% | +$41.7K | 1% | 29 |
|
2019
Q2 | $1.83M | Sell |
13,978
-695
| -5% | -$91.1K | 0.94% | 32 |
|
2019
Q1 | $1.8M | Sell |
14,673
-44
| -0.3% | -$5.39K | 0.92% | 40 |
|
2018
Q4 | $1.63M | Buy |
14,717
+306
| +2% | +$33.8K | 0.96% | 35 |
|
2018
Q3 | $1.61M | Buy |
14,411
+33
| +0.2% | +$3.69K | 0.85% | 37 |
|
2018
Q2 | $1.57M | Sell |
14,378
-200
| -1% | -$21.8K | 0.92% | 34 |
|
2018
Q1 | $1.59M | Hold |
14,578
| – | – | 0.98% | 32 |
|
2017
Q4 | $1.75M | Buy |
14,578
+98
| +0.7% | +$11.8K | 1.08% | 27 |
|
2017
Q3 | $1.61M | Sell |
14,480
-650
| -4% | -$72.5K | 1.07% | 30 |
|
2017
Q2 | $1.75M | Sell |
15,130
-430
| -3% | -$49.7K | 1.17% | 25 |
|
2017
Q1 | $1.74M | Buy |
15,560
+50
| +0.3% | +$5.59K | 1.25% | 23 |
|
2016
Q4 | $1.62M | Buy |
+15,510
| New | +$1.62M | 1.3% | 25 |
|