Wealth Architects’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Sell |
2,300
-837
| -27% | -$111K | 0.03% | 172 |
|
|
2025
Q1 | $470K | Buy |
3,137
+211
| +7% | +$31.6K | 0.05% | 142 |
|
|
2024
Q4 | $445K | Sell |
2,926
-980
| -25% | -$149K | 0.05% | 134 |
|
|
2024
Q3 | $664K | Sell |
3,906
-256
| -6% | -$43.5K | 0.08% | 104 |
|
|
2024
Q2 | $687K | Sell |
4,162
-122
| -3% | -$20.1K | 0.08% | 101 |
|
|
2024
Q1 | $750K | Sell |
4,284
-416
| -9% | -$72.8K | 0.1% | 94 |
|
|
2023
Q4 | $798K | Buy |
4,700
+57
| +1% | +$9.68K | 0.11% | 80 |
|
|
2023
Q3 | $787K | Buy |
4,643
+924
| +25% | +$157K | 0.13% | 77 |
|
|
2023
Q2 | $689K | Sell |
3,719
-140
| -4% | -$25.9K | 0.11% | 84 |
|
|
2023
Q1 | $704K | Sell |
3,859
-47
| -1% | -$8.57K | 0.12% | 77 |
|
|
2022
Q4 | $706K | Sell |
3,906
-309
| -7% | -$55.8K | 0.13% | 74 |
|
|
2022
Q3 | $688K | Buy |
4,215
+7
| +0.2% | +$1.14K | 0.14% | 66 |
|
|
2022
Q2 | $701K | Buy |
4,208
+41
| +1% | +$6.83K | 0.14% | 70 |
|
|
2022
Q1 | $698K | Sell |
4,167
-2
| -0% | -$335 | 0.12% | 82 |
|
|
2021
Q4 | $724K | Buy |
4,169
+287
| +7% | +$49.8K | 0.13% | 75 |
|
|
2021
Q3 | $584K | Buy |
3,882
+303
| +8% | +$45.6K | 0.11% | 85 |
|
|
2021
Q2 | $530K | Buy |
3,579
+1,037
| +41% | +$154K | 0.1% | 92 |
|
|
2021
Q1 | $360K | Sell |
2,542
-8
| -0.3% | -$1.13K | 0.08% | 110 |
|
|
2020
Q4 | $378K | Sell |
2,550
-49
| -2% | -$7.26K | 0.09% | 98 |
|
|
2020
Q3 | $360K | Sell |
2,599
-114
| -4% | -$15.8K | 0.1% | 99 |
|
|
2020
Q2 | $359K | Sell |
2,713
-253
| -9% | -$33.5K | 0.1% | 92 |
|
|
2020
Q1 | $356K | Sell |
2,966
-941
| -24% | -$113K | 0.12% | 85 |
|
|
2019
Q4 | $534K | Buy |
3,907
+984
| +34% | +$134K | 0.15% | 61 |
|
|
2019
Q3 | $401K | Buy |
2,923
+1
| +0% | +$137 | 0.12% | 74 |
|
|
2019
Q2 | $383K | Sell |
2,922
-21
| -0.7% | -$2.75K | 0.12% | 79 |
|
|
2019
Q1 | $361K | Sell |
2,943
-498
| -14% | -$61.1K | 0.11% | 81 |
|
|
2018
Q4 | $380K | Buy |
3,441
+67
| +2% | +$7.4K | 0.14% | 70 |
|
|
2018
Q3 | $377K | Buy |
3,374
+832
| +33% | +$93K | 0.12% | 79 |
|
|
2018
Q2 | $277K | Buy |
2,542
+8
| +0.3% | +$872 | 0.09% | 96 |
|
|
2018
Q1 | $277K | Sell |
2,534
-338
| -12% | -$36.9K | 0.09% | 95 |
|
|
2017
Q4 | $344K | Buy |
2,872
+39
| +1% | +$4.67K | 0.11% | 85 |
|
|
2017
Q3 | $316K | Sell |
2,833
-133
| -4% | -$14.8K | 0.11% | 91 |
|
|
2017
Q2 | $342K | Sell |
2,966
-1
| -0% | -$115 | 0.13% | 83 |
|
|
2017
Q1 | $332K | Buy |
2,967
+102
| +4% | +$11.4K | 0.13% | 81 |
|
|
2016
Q4 | $300K | Sell |
2,865
-134
| -4% | -$14K | 0.13% | 86 |
|
|
2016
Q3 | $326K | Sell |
2,999
-5
| -0.2% | -$544 | 0.15% | 80 |
|
|
2016
Q2 | $318K | Sell |
3,004
-260
| -8% | -$27.5K | 0.15% | 83 |
|
|
2016
Q1 | $334K | Sell |
3,264
-32
| -1% | -$3.28K | 0.17% | 81 |
|
|
2015
Q4 | $329K | Sell |
3,296
-4
| -0.1% | -$399 | 0.16% | 87 |
|
|
2015
Q3 | $311K | Sell |
3,300
-198
| -6% | -$18.7K | 0.17% | 87 |
|
|
2015
Q2 | $326K | Buy |
3,498
+1,083
| +45% | +$101K | 0.18% | 86 |
|
|
2015
Q1 | $231K | Sell |
2,415
-117
| -5% | -$11.2K | 0.13% | 88 |
|
|
2014
Q4 | $239K | Buy |
+2,532
| New | +$239K | 0.14% | 88 |
|