Tandem 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
Q1 | – | Sell |
-1,635
| Closed | -$249K | – | 84 |
|
|
2024
Q4 | $249K | Buy |
1,635
+118
| +8% | +$18K | 0.01% | 68 |
|
|
2024
Q3 | $258K | Buy |
1,517
+71
| +5% | +$12.1K | 0.01% | 71 |
|
|
2024
Q2 | $239K | Sell |
1,446
-165
| -10% | -$27.3K | 0.01% | 73 |
|
|
2024
Q1 | $282K | Buy |
+1,611
| New | +$282K | 0.01% | 67 |
|
|
2022
Q1 | – | Sell |
-1,834
| Closed | -$319K | – | 81 |
|
|
2021
Q4 | $319K | Buy |
1,834
+113
| +7% | +$19.7K | 0.02% | 64 |
|
|
2021
Q3 | $259K | Sell |
1,721
-73
| -4% | -$11K | 0.02% | 63 |
|
|
2021
Q2 | $266K | Sell |
1,794
-263
| -13% | -$39K | 0.02% | 62 |
|
|
2021
Q1 | $291K | Sell |
2,057
-277
| -12% | -$39.2K | 0.03% | 60 |
|
|
2020
Q4 | $346K | Buy |
2,334
+182
| +8% | +$27K | 0.04% | 55 |
|
|
2020
Q3 | $298K | Sell |
2,152
-118
| -5% | -$16.3K | 0.04% | 57 |
|
|
2020
Q2 | $300K | Buy |
+2,270
| New | +$300K | 0.04% | 56 |
|
|
2020
Q1 | – | Sell |
-1,571
| Closed | -$215K | – | 70 |
|
|
2019
Q4 | $215K | Sell |
1,571
-32
| -2% | -$4.38K | 0.04% | 63 |
|
|
2019
Q3 | $220K | Sell |
1,603
-218
| -12% | -$29.9K | 0.04% | 60 |
|
|
2019
Q2 | $239K | Sell |
1,821
-109
| -6% | -$14.3K | 0.05% | 58 |
|
|
2019
Q1 | $237K | Buy |
+1,930
| New | +$237K | 0.05% | 64 |
|