Syverson Strege & Co’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Buy |
2,884
+1,329
| +85% | +$175K | 0.09% | 90 |
|
|
2025
Q1 | $233K | Buy |
1,555
+58
| +4% | +$8.7K | 0.07% | 70 |
|
|
2024
Q4 | $228K | Buy |
1,497
+292
| +24% | +$44.4K | 0.08% | 70 |
|
|
2024
Q3 | $205K | Sell |
1,205
-130
| -10% | -$22.1K | 0.07% | 68 |
|
|
2024
Q2 | $220K | Buy |
1,335
+13
| +1% | +$2.14K | 0.08% | 73 |
|
|
2024
Q1 | $231K | Buy |
1,322
+142
| +12% | +$24.9K | 0.08% | 66 |
|
|
2023
Q4 | $200K | Sell |
1,180
-31
| -3% | -$5.27K | 0.08% | 68 |
|
|
2023
Q3 | $205K | Buy |
1,211
+16
| +1% | +$2.71K | 0.09% | 56 |
|
|
2023
Q2 | $221K | Buy |
1,195
+20
| +2% | +$3.71K | 0.09% | 56 |
|
|
2023
Q1 | $214K | Buy |
1,175
+10
| +0.9% | +$1.82K | 0.09% | 58 |
|
|
2022
Q4 | $210K | Sell |
1,165
-97
| -8% | -$17.5K | 0.1% | 63 |
|
|
2022
Q3 | $206K | Buy |
1,262
+5
| +0.4% | +$816 | 0.1% | 66 |
|
|
2022
Q2 | $209K | Buy |
1,257
+6
| +0.5% | +$998 | 0.08% | 68 |
|
|
2022
Q1 | $209K | Buy |
1,251
+9
| +0.7% | +$1.5K | 0.23% | 59 |
|
|
2021
Q4 | $216K | Buy |
1,242
+97
| +8% | +$16.9K | 0.16% | 60 |
|
|
2021
Q3 | $172K | Buy |
1,145
+6
| +0.5% | +$901 | 0.14% | 70 |
|
|
2021
Q2 | $169K | Sell |
1,139
-956
| -46% | -$142K | 0.15% | 63 |
|
|
2021
Q1 | $296K | Buy |
2,095
+24
| +1% | +$3.39K | 0.31% | 45 |
|
|
2020
Q4 | $307K | Buy |
+2,071
| New | +$307K | 0.29% | 45 |
|