VERITY Wealth 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 | $903K | Hold |
6,837
| – | – | 0.61% | 32 |
|
|
2025
Q1 | $1.03M | Hold |
6,837
| – | – | 0.76% | 27 |
|
|
2024
Q4 | $1.04M | Hold |
6,837
| – | – | 0.75% | 28 |
|
|
2024
Q3 | $1.16M | Hold |
6,837
| – | – | 0.82% | 25 |
|
|
2024
Q2 | $1.13M | Hold |
6,837
| – | – | 0.84% | 19 |
|
|
2024
Q1 | $1.2M | Buy |
6,837
+51
| +0.8% | +$8.93K | 0.92% | 17 |
|
|
2023
Q4 | $1.15M | Sell |
6,786
-50
| -0.7% | -$8.49K | 0.99% | 17 |
|
|
2023
Q3 | $1.16M | Hold |
6,836
| – | – | 1.09% | 17 |
|
|
2023
Q2 | $1.27M | Hold |
6,836
| – | – | 1.14% | 17 |
|
|
2023
Q1 | $1.25M | Sell |
6,836
-51
| -0.7% | -$9.3K | 1.16% | 18 |
|
|
2022
Q4 | $1.24M | Hold |
6,887
| – | – | 1.22% | 19 |
|
|
2022
Q3 | $1.12M | Hold |
6,887
| – | – | 1.15% | 20 |
|
|
2022
Q2 | $1.15M | Buy |
6,887
+861
| +14% | +$144K | 1.12% | 20 |
|
|
2022
Q1 | $1.01M | Hold |
6,026
| – | – | 0.89% | 25 |
|
|
2021
Q4 | $1.05M | Hold |
6,026
| – | – | 0.87% | 24 |
|
|
2021
Q3 | $906K | Hold |
6,026
| – | – | 0.81% | 26 |
|
|
2021
Q2 | $893K | Sell |
6,026
-800
| -12% | -$119K | 0.81% | 24 |
|
|
2021
Q1 | $966K | Hold |
6,826
| – | – | 0.86% | 22 |
|
|
2020
Q4 | $1.01M | Buy |
6,826
+51
| +0.8% | +$7.56K | 0.92% | 21 |
|
|
2020
Q3 | $939K | Hold |
6,775
| – | – | 0.96% | 23 |
|
|
2020
Q2 | $896K | Hold |
6,775
| – | – | 0.96% | 23 |
|
|
2020
Q1 | $814K | Hold |
6,775
| – | – | 1.11% | 22 |
|
|
2019
Q4 | $926K | Hold |
6,775
| – | – | 0.89% | 25 |
|
|
2019
Q3 | $929K | Hold |
6,775
| – | – | 0.91% | 25 |
|
|
2019
Q2 | $888K | Sell |
6,775
-150
| -2% | -$19.7K | 0.87% | 26 |
|
|
2019
Q1 | $849K | Hold |
6,925
| – | – | 0.87% | 28 |
|
|
2018
Q4 | $765K | Buy |
+6,925
| New | +$765K | 0.88% | 28 |
|