Wealth Advisors of Tampa Bay’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
9,017
+3,350
| +59% | +$442K | 0.45% | 60 |
|
|
2025
Q1 | $850K | Buy |
5,667
+4,247
| +299% | +$637K | 0.35% | 65 |
|
|
2024
Q4 | $216K | Sell |
1,420
-5,160
| -78% | -$785K | 0.09% | 82 |
|
|
2024
Q3 | $1.12M | Buy |
6,580
+3
| +0% | +$510 | 0.47% | 62 |
|
|
2024
Q2 | $1.08M | Hold |
6,577
| – | – | 0.51% | 58 |
|
|
2024
Q1 | $1.15M | Buy |
6,577
+50
| +0.8% | +$8.75K | 0.55% | 56 |
|
|
2023
Q4 | $1.11M | Sell |
6,527
-6,247
| -49% | -$1.06M | 0.56% | 53 |
|
|
2023
Q3 | $2.16M | Buy |
+12,774
| New | +$2.16M | 0.6% | 53 |
|
|
2022
Q3 | – | Sell |
-1,358
| Closed | -$226K | – | 88 |
|
|
2022
Q2 | $226K | Hold |
1,358
| – | – | 0.07% | 88 |
|
|
2022
Q1 | $228K | Hold |
1,358
| – | – | 0.06% | 95 |
|
|
2021
Q4 | $236K | Buy |
+1,358
| New | +$236K | 0.06% | 105 |
|