TD Private Client Wealth’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.59M | Buy |
27,156
+308
| +1% | +$40.7K | 0.09% | 166 |
|
|
2025
Q1 | $4.03M | Buy |
26,848
+650
| +2% | +$97.5K | 0.11% | 128 |
|
|
2024
Q4 | $3.98M | Sell |
26,198
-6,673
| -20% | -$1.01M | 0.11% | 133 |
|
|
2024
Q3 | $5.59M | Buy |
32,871
+7,648
| +30% | +$1.3M | 0.16% | 94 |
|
|
2024
Q2 | $4.16M | Buy |
25,223
+374
| +2% | +$61.7K | 0.13% | 119 |
|
|
2024
Q1 | $4.35M | Sell |
24,849
-2,512
| -9% | -$440K | 0.14% | 123 |
|
|
2023
Q4 | $4.65M | Sell |
27,361
-2,537
| -8% | -$431K | 0.17% | 107 |
|
|
2023
Q3 | $5.07M | Sell |
29,898
-2,536
| -8% | -$430K | 0.22% | 89 |
|
|
2023
Q2 | $6.01M | Buy |
32,434
+244
| +0.8% | +$45.2K | 0.26% | 79 |
|
|
2023
Q1 | $5.87M | Buy |
32,190
+1,128
| +4% | +$206K | 0.26% | 87 |
|
|
2022
Q4 | $5.61M | Buy |
31,062
+686
| +2% | +$124K | 0.27% | 85 |
|
|
2022
Q3 | $4.96M | Sell |
30,376
-247
| -0.8% | -$40.3K | 0.25% | 89 |
|
|
2022
Q2 | $5.1M | Sell |
30,623
-2,493
| -8% | -$415K | 0.25% | 89 |
|
|
2022
Q1 | $5.54M | Sell |
33,116
-8,809
| -21% | -$1.47M | 0.24% | 96 |
|
|
2021
Q4 | $7.28M | Sell |
41,925
-16,024
| -28% | -$2.78M | 0.3% | 68 |
|
|
2021
Q3 | $8.72M | Buy |
57,949
+105
| +0.2% | +$15.8K | 0.37% | 56 |
|
|
2021
Q2 | $8.57M | Buy |
57,844
+1,709
| +3% | +$253K | 0.37% | 60 |
|
|
2021
Q1 | $7.94M | Sell |
56,135
-832
| -1% | -$118K | 0.37% | 57 |
|
|
2020
Q4 | $8.45M | Sell |
56,967
-1,034
| -2% | -$153K | 0.43% | 49 |
|
|
2020
Q3 | $8.04M | Sell |
58,001
-166
| -0.3% | -$23K | 0.45% | 50 |
|
|
2020
Q2 | $7.69M | Buy |
58,167
+1,450
| +3% | +$192K | 0.45% | 50 |
|
|
2020
Q1 | $6.81M | Sell |
56,717
-3,019
| -5% | -$363K | 0.49% | 49 |
|
|
2019
Q4 | $8.16M | Buy |
+59,736
| New | +$8.16M | 0.49% | 51 |
|