Stiles Financial Services’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Buy |
12,136
+509
| +4% | +$67.2K | 0.55% | 62 |
|
|
2025
Q1 | $1.74M | Buy |
11,627
+44
| +0.4% | +$6.6K | 0.67% | 53 |
|
|
2024
Q4 | $1.76M | Buy |
11,583
+479
| +4% | +$72.8K | 0.64% | 53 |
|
|
2024
Q3 | $1.89M | Buy |
11,104
+672
| +6% | +$114K | 0.66% | 51 |
|
|
2024
Q2 | $1.72M | Buy |
10,432
+1,756
| +20% | +$290K | 0.66% | 50 |
|
|
2024
Q1 | $1.52M | Buy |
8,676
+2,452
| +39% | +$429K | 0.61% | 53 |
|
|
2023
Q4 | $1.06M | Buy |
6,224
+979
| +19% | +$166K | 0.48% | 70 |
|
|
2023
Q3 | $889K | Buy |
5,245
+1,319
| +34% | +$223K | 0.46% | 66 |
|
|
2023
Q2 | $727K | Buy |
3,926
+916
| +30% | +$170K | 0.36% | 80 |
|
|
2023
Q1 | $549K | Buy |
3,010
+129
| +4% | +$23.5K | 0.29% | 95 |
|
|
2022
Q4 | $521K | Hold |
2,881
| – | – | 0.3% | 93 |
|
|
2022
Q3 | $470K | Buy |
2,881
+58
| +2% | +$9.46K | 0.29% | 95 |
|
|
2022
Q2 | $470K | Buy |
2,823
+99
| +4% | +$16.5K | 0.28% | 96 |
|
|
2022
Q1 | $456K | Buy |
2,724
+267
| +11% | +$44.7K | 0.23% | 108 |
|
|
2021
Q4 | $427K | Buy |
+2,457
| New | +$427K | 0.21% | 112 |
|