Successful Portfolios’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $569K | Hold |
4,308
| – | – | 0.35% | 57 |
|
|
2025
Q1 | $646K | Sell |
4,308
-85
| -2% | -$12.7K | 0.44% | 53 |
|
|
2024
Q4 | $668K | Buy |
4,393
+275
| +7% | +$41.8K | 0.45% | 51 |
|
|
2024
Q3 | $700K | Sell |
4,118
-107
| -3% | -$18.2K | 0.47% | 50 |
|
|
2024
Q2 | $697K | Buy |
4,225
+26
| +0.6% | +$4.29K | 0.49% | 48 |
|
|
2024
Q1 | $735K | Sell |
4,199
-120
| -3% | -$21K | 0.5% | 47 |
|
|
2023
Q4 | $734K | Sell |
4,319
-88
| -2% | -$14.9K | 0.55% | 46 |
|
|
2023
Q3 | $747K | Sell |
4,407
-25
| -0.6% | -$4.24K | 0.66% | 38 |
|
|
2023
Q2 | $821K | Sell |
4,432
-1,514
| -25% | -$280K | 0.71% | 38 |
|
|
2023
Q1 | $1.08M | Sell |
5,946
-76
| -1% | -$13.9K | 0.68% | 39 |
|
|
2022
Q4 | $1.09M | Buy |
6,022
+207
| +4% | +$37.4K | 0.71% | 36 |
|
|
2022
Q3 | $949K | Sell |
5,815
-55
| -0.9% | -$8.98K | 0.69% | 37 |
|
|
2022
Q2 | $978K | Buy |
5,870
+8
| +0.1% | +$1.33K | 0.66% | 39 |
|
|
2022
Q1 | $981K | Sell |
5,862
-65
| -1% | -$10.9K | 0.56% | 44 |
|
|
2021
Q4 | $1.03M | Buy |
5,927
+50
| +0.9% | +$8.69K | 0.56% | 45 |
|
|
2021
Q3 | $884K | Buy |
5,877
+2,106
| +56% | +$317K | 0.53% | 47 |
|
|
2021
Q2 | $559K | Buy |
3,771
+10
| +0.3% | +$1.48K | 0.34% | 75 |
|
|
2021
Q1 | $532K | Sell |
3,761
-715
| -16% | -$101K | 0.35% | 77 |
|
|
2020
Q4 | $664K | Sell |
4,476
-43
| -1% | -$6.38K | 0.48% | 57 |
|
|
2020
Q3 | $626K | Buy |
4,519
+329
| +8% | +$45.6K | 0.5% | 56 |
|
|
2020
Q2 | $554K | Buy |
4,190
+987
| +31% | +$131K | 0.49% | 61 |
|
|
2020
Q1 | $385K | Buy |
3,203
+293
| +10% | +$35.2K | 0.39% | 76 |
|
|
2019
Q4 | $398K | Sell |
2,910
-368
| -11% | -$50.3K | 0.35% | 79 |
|
|
2019
Q3 | $449K | Buy |
3,278
+122
| +4% | +$16.7K | 0.42% | 68 |
|
|
2019
Q2 | $414K | Sell |
3,156
-9
| -0.3% | -$1.18K | 0.44% | 70 |
|
|
2019
Q1 | $388K | Buy |
3,165
+2
| +0.1% | +$245 | 0.42% | 73 |
|
|
2018
Q4 | $349K | Sell |
3,163
-5
| -0.2% | -$552 | 0.45% | 71 |
|
|
2018
Q3 | $354K | Hold |
3,168
| – | – | 0.39% | 81 |
|
|
2018
Q2 | $345K | Sell |
3,168
-160
| -5% | -$17.4K | 0.4% | 80 |
|
|
2018
Q1 | $363K | Buy |
3,328
+5
| +0.2% | +$545 | 0.44% | 73 |
|
|
2017
Q4 | $398K | Buy |
+3,323
| New | +$398K | 0.49% | 66 |
|