True Link 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 | $281K | Sell |
2,129
-266
| -11% | -$35.1K | 0.02% | 71 |
|
|
2025
Q1 | $359K | Buy |
2,395
+26
| +1% | +$3.9K | 0.03% | 67 |
|
|
2024
Q4 | $360K | Sell |
2,369
-31
| -1% | -$4.71K | 0.03% | 48 |
|
|
2024
Q3 | $408K | Buy |
2,400
+121
| +5% | +$20.6K | 0.03% | 45 |
|
|
2024
Q2 | $376K | Sell |
2,279
-44
| -2% | -$7.26K | 0.03% | 45 |
|
|
2024
Q1 | $407K | Buy |
+2,323
| New | +$407K | 0.04% | 46 |
|
|
2023
Q4 | – | Sell |
-2,245
| Closed | -$380K | – | 95 |
|
|
2023
Q3 | $380K | Buy |
2,245
+173
| +8% | +$29.3K | 0.05% | 83 |
|
|
2023
Q2 | $384K | Sell |
2,072
-1,500
| -42% | -$278K | 0.05% | 85 |
|
|
2023
Q1 | $651K | Buy |
3,572
+1,500
| +72% | +$273K | 0.08% | 72 |
|
|
2022
Q4 | $374K | Sell |
2,072
-50
| -2% | -$9.03K | 0.05% | 85 |
|
|
2022
Q3 | $346K | Buy |
2,122
+25
| +1% | +$4.08K | 0.05% | 99 |
|
|
2022
Q2 | $349K | Buy |
2,097
+217
| +12% | +$36.1K | 0.05% | 101 |
|
|
2022
Q1 | $315K | Sell |
1,880
-129
| -6% | -$21.6K | 0.05% | 105 |
|
|
2021
Q4 | $349K | Sell |
2,009
-171
| -8% | -$29.7K | 0.05% | 154 |
|
|
2021
Q3 | $328K | Buy |
2,180
+500
| +30% | +$75.2K | 0.05% | 144 |
|
|
2021
Q2 | $249K | Sell |
1,680
-3,703
| -69% | -$549K | 0.04% | 152 |
|
|
2021
Q1 | $761K | Hold |
5,383
| – | – | 0.11% | 82 |
|
|
2020
Q4 | $798K | Buy |
+5,383
| New | +$798K | 0.13% | 72 |
|