Wealth Advisors of Iowa’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Sell |
1,778
-7
| -0.4% | -$925 | 0.09% | 64 |
|
|
2025
Q1 | $268K | Buy |
1,785
+34
| +2% | +$5.1K | 0.12% | 55 |
|
|
2024
Q4 | $266K | Sell |
1,751
-9
| -0.5% | -$1.37K | 0.13% | 51 |
|
|
2024
Q3 | $299K | Buy |
1,760
+5
| +0.3% | +$850 | 0.15% | 46 |
|
|
2024
Q2 | $289K | Buy |
1,755
+8
| +0.5% | +$1.32K | 0.16% | 37 |
|
|
2024
Q1 | $306K | Sell |
1,747
-146
| -8% | -$25.6K | 0.19% | 45 |
|
|
2023
Q4 | $322K | Buy |
1,893
+4
| +0.2% | +$679 | 0.22% | 42 |
|
|
2023
Q3 | $320K | Sell |
1,889
-96
| -5% | -$16.3K | 0.23% | 40 |
|
|
2023
Q2 | $368K | Buy |
1,985
+3
| +0.2% | +$556 | 0.27% | 37 |
|
|
2023
Q1 | $361K | Buy |
1,982
+3
| +0.2% | +$547 | 0.28% | 34 |
|
|
2022
Q4 | $358K | Hold |
1,979
| – | – | 0.29% | 38 |
|
|
2022
Q3 | $323K | Sell |
1,979
-3,761
| -66% | -$614K | 0.3% | 32 |
|
|
2022
Q2 | $958K | Buy |
5,740
+4,258
| +287% | +$711K | 0.17% | 46 |
|
|
2022
Q1 | $248K | Buy |
1,482
+193
| +15% | +$32.3K | 0.12% | 51 |
|
|
2021
Q4 | $224K | Buy |
+1,289
| New | +$224K | 0.12% | 54 |
|