Strategic Investment 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 | $279K | Buy |
2,114
+210
| +11% | +$27.7K | 0.03% | 216 |
|
|
2025
Q1 | $286K | Sell |
1,904
-181
| -9% | -$27.1K | 0.03% | 215 |
|
|
2024
Q4 | $317K | Sell |
2,085
-82
| -4% | -$12.5K | 0.03% | 203 |
|
|
2024
Q3 | $369K | Buy |
2,167
+74
| +4% | +$12.6K | 0.04% | 204 |
|
|
2024
Q2 | $345K | Buy |
2,093
+105
| +5% | +$17.3K | 0.04% | 201 |
|
|
2024
Q1 | $348K | Buy |
1,988
+81
| +4% | +$14.2K | 0.04% | 201 |
|
|
2023
Q4 | $324K | Sell |
1,907
-193
| -9% | -$32.8K | 0.05% | 196 |
|
|
2023
Q3 | $356K | Buy |
2,100
+32
| +2% | +$5.42K | 0.06% | 192 |
|
|
2023
Q2 | $383K | Buy |
2,068
+330
| +19% | +$61.1K | 0.05% | 153 |
|
|
2023
Q1 | $317K | Sell |
1,738
-1,602
| -48% | -$292K | 0.06% | 193 |
|
|
2022
Q4 | $603K | Buy |
3,340
+723
| +28% | +$131K | 0.13% | 138 |
|
|
2022
Q3 | $427K | Sell |
2,617
-518
| -17% | -$84.5K | 0.1% | 144 |
|
|
2022
Q2 | $523K | Buy |
3,135
+421
| +16% | +$70.2K | 0.1% | 148 |
|
|
2022
Q1 | $454K | Buy |
2,714
+254
| +10% | +$42.5K | 0.09% | 163 |
|
|
2021
Q4 | $427K | Buy |
2,460
+240
| +11% | +$41.7K | 0.08% | 163 |
|
|
2021
Q3 | $334K | Buy |
2,220
+28
| +1% | +$4.21K | 0.07% | 166 |
|
|
2021
Q2 | $325K | Sell |
2,192
-9
| -0.4% | -$1.33K | 0.07% | 175 |
|
|
2021
Q1 | $311K | Sell |
2,201
-219
| -9% | -$30.9K | 0.08% | 181 |
|
|
2020
Q4 | $359K | Sell |
2,420
-495
| -17% | -$73.4K | 0.1% | 157 |
|
|
2020
Q3 | $404K | Sell |
2,915
-2,551
| -47% | -$354K | 0.14% | 107 |
|
|
2020
Q2 | $723K | Buy |
5,466
+190
| +4% | +$25.1K | 0.27% | 71 |
|
|
2020
Q1 | $634K | Buy |
5,276
+2,054
| +64% | +$247K | 0.29% | 68 |
|
|
2019
Q4 | $440K | Sell |
3,222
-400
| -11% | -$54.6K | 0.18% | 92 |
|
|
2019
Q3 | $496K | Buy |
3,622
+949
| +36% | +$130K | 0.24% | 73 |
|
|
2019
Q2 | $346K | Buy |
2,673
+471
| +21% | +$61K | 0.19% | 88 |
|
|
2019
Q1 | $270K | Buy |
2,202
+295
| +15% | +$36.2K | 0.19% | 96 |
|
|
2018
Q4 | $211K | Buy |
+1,907
| New | +$211K | 0.19% | 105 |
|