Teamwork Financial 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 | $1.7M | Buy |
12,861
+3,333
| +35% | +$440K | 0.2% | 72 |
|
|
2025
Q1 | $1.43M | Buy |
+9,528
| New | +$1.43M | 0.19% | 68 |
|
|
2024
Q3 | – | Sell |
-1,427
| Closed | -$235K | – | 167 |
|
|
2024
Q2 | $235K | Sell |
1,427
-91
| -6% | -$15K | 0.03% | 122 |
|
|
2024
Q1 | $266K | Sell |
1,518
-953
| -39% | -$167K | 0.04% | 154 |
|
|
2023
Q4 | $420K | Sell |
2,471
-213
| -8% | -$36.2K | 0.07% | 112 |
|
|
2023
Q3 | $455K | Buy |
2,684
+126
| +5% | +$21.4K | 0.07% | 137 |
|
|
2023
Q2 | $474K | Sell |
2,558
-1,930
| -43% | -$358K | 0.08% | 132 |
|
|
2023
Q1 | $818K | Sell |
4,488
-17,070
| -79% | -$3.11M | 0.15% | 90 |
|
|
2022
Q4 | $3.89M | Buy |
21,558
+19,509
| +952% | +$3.52M | 0.78% | 26 |
|
|
2022
Q3 | $335K | Sell |
2,049
-74
| -3% | -$12.1K | 0.07% | 160 |
|
|
2022
Q2 | $354K | Sell |
2,123
-382
| -15% | -$63.7K | 0.08% | 161 |
|
|
2022
Q1 | $419K | Sell |
2,505
-2,964
| -54% | -$496K | 0.08% | 180 |
|
|
2021
Q4 | $950K | Sell |
5,469
-215
| -4% | -$37.3K | 0.17% | 127 |
|
|
2021
Q3 | $855K | Buy |
5,684
+781
| +16% | +$117K | 0.17% | 108 |
|
|
2021
Q2 | $727K | Sell |
4,903
-104
| -2% | -$15.4K | 0.15% | 117 |
|
|
2021
Q1 | $708K | Sell |
5,007
-70
| -1% | -$9.9K | 0.17% | 119 |
|
|
2020
Q4 | $753K | Sell |
5,077
-421
| -8% | -$62.4K | 0.18% | 102 |
|
|
2020
Q3 | $762K | Sell |
5,498
-5,526
| -50% | -$766K | 0.24% | 92 |
|
|
2020
Q2 | $1.46M | Sell |
11,024
-945
| -8% | -$125K | 0.52% | 43 |
|
|
2020
Q1 | $1.44M | Buy |
11,969
+3,379
| +39% | +$406K | 0.89% | 24 |
|
|
2019
Q4 | $1.17M | Buy |
+8,590
| New | +$1.17M | 0.7% | 29 |
|