Visionary 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 | $7.98M | Buy |
60,428
+8,536
| +16% | +$1.13M | 0.41% | 70 |
|
|
2025
Q1 | $7.78M | Buy |
51,892
+5,195
| +11% | +$779K | 0.47% | 62 |
|
|
2024
Q4 | $7.1M | Sell |
46,697
-827
| -2% | -$126K | 0.42% | 70 |
|
|
2024
Q3 | $8.08M | Buy |
47,524
+2,870
| +6% | +$488K | 0.49% | 62 |
|
|
2024
Q2 | $7.36M | Buy |
44,654
+2,938
| +7% | +$485K | 0.48% | 62 |
|
|
2024
Q1 | $7.3M | Buy |
41,716
+35,978
| +627% | +$6.3M | 0.49% | 58 |
|
|
2023
Q4 | $975K | Sell |
5,738
-2,400
| -29% | -$408K | 0.07% | 231 |
|
|
2023
Q3 | $1.38M | Sell |
8,138
-38
| -0.5% | -$6.44K | 0.11% | 181 |
|
|
2023
Q2 | $1.51M | Sell |
8,176
-1
| -0% | -$185 | 0.12% | 166 |
|
|
2023
Q1 | $1.49M | Sell |
8,177
-1,039
| -11% | -$189K | 0.13% | 158 |
|
|
2022
Q4 | $1.67M | Buy |
9,216
+131
| +1% | +$23.7K | 0.15% | 132 |
|
|
2022
Q3 | $1.48M | Buy |
9,085
+76
| +0.8% | +$12.4K | 0.15% | 130 |
|
|
2022
Q2 | $1.5M | Buy |
9,009
+290
| +3% | +$48.3K | 0.13% | 139 |
|
|
2022
Q1 | $1.46M | Buy |
8,719
+309
| +4% | +$51.7K | 0.12% | 151 |
|
|
2021
Q4 | $1.46M | Buy |
8,410
+232
| +3% | +$40.3K | 0.12% | 139 |
|
|
2021
Q3 | $1.23M | Sell |
8,178
-824
| -9% | -$124K | 0.13% | 126 |
|
|
2021
Q2 | $1.33M | Buy |
9,002
+1,030
| +13% | +$153K | 0.13% | 130 |
|
|
2021
Q1 | $1.13M | Buy |
7,972
+918
| +13% | +$130K | 0.12% | 136 |
|
|
2020
Q4 | $1.05M | Buy |
7,054
+1,954
| +38% | +$290K | 0.12% | 131 |
|
|
2020
Q3 | $707K | Buy |
5,100
+229
| +5% | +$31.7K | 0.1% | 136 |
|
|
2020
Q2 | $644K | Buy |
4,871
+629
| +15% | +$83.2K | 0.1% | 134 |
|
|
2020
Q1 | $509K | Buy |
4,242
+492
| +13% | +$59K | 0.1% | 127 |
|
|
2019
Q4 | $513K | Buy |
+3,750
| New | +$513K | 0.09% | 129 |
|