Tempus Wealth Planning’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
8,387
+124
| +2% | +$16.4K | 0.28% | 102 |
|
|
2025
Q1 | $1.24M | Buy |
8,263
+235
| +3% | +$35.2K | 0.37% | 81 |
|
|
2024
Q4 | $1.22M | Buy |
8,028
+19
| +0.2% | +$2.89K | 0.37% | 77 |
|
|
2024
Q3 | $1.36M | Buy |
8,009
+438
| +6% | +$74.5K | 0.5% | 53 |
|
|
2024
Q2 | $1.25M | Buy |
7,571
+184
| +2% | +$30.3K | 0.52% | 52 |
|
|
2024
Q1 | $1.29M | Buy |
7,387
+269
| +4% | +$47.1K | 0.57% | 43 |
|
|
2023
Q4 | $1.21M | Buy |
7,118
+103
| +1% | +$17.5K | 0.53% | 56 |
|
|
2023
Q3 | $1.19M | Buy |
7,015
+30
| +0.4% | +$5.08K | 0.6% | 41 |
|
|
2023
Q2 | $1.29M | Sell |
6,985
-2,118
| -23% | -$392K | 0.58% | 47 |
|
|
2023
Q1 | $1.66M | Sell |
9,103
-263
| -3% | -$47.9K | 0.81% | 26 |
|
|
2022
Q4 | $1.69M | Sell |
9,366
-3
| -0% | -$542 | 1.03% | 23 |
|
|
2022
Q3 | $1.53M | Sell |
9,369
-129
| -1% | -$21.1K | 1.02% | 23 |
|
|
2022
Q2 | $1.58M | Sell |
9,498
-301
| -3% | -$50.2K | 1.3% | 17 |
|
|
2022
Q1 | $1.64M | Sell |
9,799
-890
| -8% | -$149K | 1.17% | 20 |
|
|
2021
Q4 | $1.86M | Sell |
10,689
-14
| -0.1% | -$2.43K | 1% | 27 |
|
|
2021
Q3 | $1.61M | Buy |
10,703
+736
| +7% | +$111K | 0.91% | 27 |
|
|
2021
Q2 | $1.48M | Buy |
9,967
+5,676
| +132% | +$841K | 0.98% | 25 |
|
|
2021
Q1 | $607K | Buy |
4,291
+1,471
| +52% | +$208K | 0.64% | 39 |
|
|
2020
Q4 | $418K | Buy |
2,820
+146
| +5% | +$21.6K | 0.54% | 37 |
|
|
2020
Q3 | $371K | Sell |
2,674
-63
| -2% | -$8.74K | 0.54% | 39 |
|
|
2020
Q2 | $362K | Buy |
2,737
+95
| +4% | +$12.6K | 0.54% | 38 |
|
|
2020
Q1 | $317K | Buy |
2,642
+71
| +3% | +$8.52K | 0.52% | 39 |
|
|
2019
Q4 | $351K | Buy |
+2,571
| New | +$351K | 0.31% | 50 |
|