V Wealth Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.12M | Sell |
6,627
-15,110
| -70% | -$2.56M | 0.9% | 24 |
|
|
2023
Q2 | $4.03M | Buy |
21,737
+389
| +2% | +$72.1K | 0.67% | 26 |
|
|
2023
Q1 | $3.89M | Buy |
21,348
+867
| +4% | +$158K | 0.73% | 25 |
|
|
2022
Q4 | $3.7M | Sell |
20,481
-8,159
| -28% | -$1.47M | 0.77% | 24 |
|
|
2022
Q3 | $4.68M | Buy |
28,640
+2,239
| +8% | +$366K | 0.94% | 18 |
|
|
2022
Q2 | $4.4M | Buy |
26,401
+2,443
| +10% | +$407K | 0.83% | 18 |
|
|
2022
Q1 | $4.01M | Buy |
23,958
+406
| +2% | +$68K | 0.64% | 25 |
|
|
2021
Q4 | $4.09M | Buy |
23,552
+397
| +2% | +$69K | 0.6% | 29 |
|
|
2021
Q3 | $3.48M | Buy |
23,155
+198
| +0.9% | +$29.8K | 0.54% | 31 |
|
|
2021
Q2 | $3.4M | Buy |
22,957
+2,393
| +12% | +$355K | 0.54% | 31 |
|
|
2021
Q1 | $2.91M | Sell |
20,564
-42
| -0.2% | -$5.94K | 0.53% | 30 |
|
|
2020
Q4 | $3.06M | Buy |
20,606
+14,721
| +250% | +$2.18M | 0.63% | 24 |
|
|
2020
Q3 | $816K | Sell |
5,885
-14,726
| -71% | -$2.04M | 0.56% | 39 |
|
|
2020
Q2 | $2.73M | Sell |
20,611
-87
| -0.4% | -$11.5K | 0.71% | 20 |
|
|
2020
Q1 | $2.49M | Buy |
20,698
+5,611
| +37% | +$674K | 0.78% | 20 |
|
|
2019
Q4 | $2.07M | Hold |
15,087
| – | – | 0.74% | 27 |
|
|
2019
Q3 | $2.07M | Buy |
15,087
+780
| +5% | +$107K | 0.74% | 27 |
|
|
2019
Q2 | $1.87M | Buy |
14,307
+938
| +7% | +$123K | 0.71% | 34 |
|
|
2019
Q1 | $1.7M | Buy |
13,369
+785
| +6% | +$99.7K | 0.69% | 36 |
|
|
2018
Q4 | $1.39M | Buy |
12,584
+134
| +1% | +$14.8K | 0.71% | 38 |
|
|
2018
Q3 | $1.39M | Buy |
12,450
+2,823
| +29% | +$316K | 0.64% | 47 |
|
|
2018
Q2 | $1.09M | Buy |
9,627
+509
| +6% | +$57.5K | 0.61% | 47 |
|
|
2018
Q1 | $977K | Buy |
9,118
+2,270
| +33% | +$243K | 0.52% | 54 |
|
|
2017
Q4 | $808K | Buy |
6,848
+1,938
| +39% | +$229K | 0.41% | 64 |
|
|
2017
Q3 | $547K | Sell |
4,910
-1,206
| -20% | -$134K | 0.28% | 89 |
|
|
2017
Q2 | $709K | Sell |
6,116
-823
| -12% | -$95.4K | 0.33% | 68 |
|
|
2017
Q1 | $781K | Buy |
6,939
+1,196
| +21% | +$135K | 0.48% | 63 |
|
|
2016
Q4 | $599K | Sell |
5,743
-644
| -10% | -$67.2K | 0.44% | 73 |
|
|
2016
Q3 | $694K | Buy |
6,387
+36
| +0.6% | +$3.91K | 0.56% | 59 |
|
|
2016
Q2 | $677K | Sell |
6,351
-154
| -2% | -$16.4K | 0.55% | 61 |
|
|
2016
Q1 | $669K | Buy |
+6,505
| New | +$669K | 0.54% | 59 |
|