Wealthcare Advisory Partners’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Buy |
16,590
+2,046
| +14% | +$270K | 0.05% | 306 |
|
|
2025
Q1 | $2.18M | Buy |
14,544
+35
| +0.2% | +$5.25K | 0.06% | 267 |
|
|
2024
Q4 | $2.21M | Sell |
14,509
-3,400
| -19% | -$517K | 0.06% | 251 |
|
|
2024
Q3 | $3.05M | Sell |
17,909
-822
| -4% | -$140K | 0.09% | 201 |
|
|
2024
Q2 | $3.09M | Sell |
18,731
-2,232
| -11% | -$368K | 0.1% | 168 |
|
|
2024
Q1 | $3.67M | Buy |
20,963
+4,304
| +26% | +$753K | 0.12% | 142 |
|
|
2023
Q4 | $2.83M | Sell |
16,659
-720
| -4% | -$122K | 0.11% | 152 |
|
|
2023
Q3 | $2.94M | Sell |
17,379
-129
| -0.7% | -$21.9K | 0.14% | 133 |
|
|
2023
Q2 | $3.24M | Sell |
17,508
-166
| -0.9% | -$30.7K | 0.15% | 120 |
|
|
2023
Q1 | $3.22M | Sell |
17,674
-1,337
| -7% | -$244K | 0.14% | 128 |
|
|
2022
Q4 | $3.43M | Buy |
19,011
+6,529
| +52% | +$1.18M | 0.16% | 106 |
|
|
2022
Q3 | $2.04M | Buy |
12,482
+317
| +3% | +$51.8K | 0.12% | 138 |
|
|
2022
Q2 | $2.03M | Buy |
12,165
+316
| +3% | +$52.7K | 0.12% | 114 |
|
|
2022
Q1 | $1.98M | Buy |
11,849
+640
| +6% | +$107K | 0.12% | 100 |
|
|
2021
Q4 | $1.95M | Buy |
11,209
+1,205
| +12% | +$209K | 0.12% | 107 |
|
|
2021
Q3 | $1.51M | Buy |
10,004
+591
| +6% | +$88.9K | 0.1% | 133 |
|
|
2021
Q2 | $1.4M | Sell |
9,413
-467
| -5% | -$69.2K | 0.09% | 145 |
|
|
2021
Q1 | $1.4M | Buy |
9,880
+210
| +2% | +$29.7K | 0.1% | 127 |
|
|
2020
Q4 | $1.43M | Buy |
9,670
+948
| +11% | +$141K | 0.13% | 100 |
|
|
2020
Q3 | $1.21M | Buy |
8,722
+298
| +4% | +$41.3K | 0.13% | 97 |
|
|
2020
Q2 | $1.11M | Sell |
8,424
-148
| -2% | -$19.6K | 0.14% | 91 |
|
|
2020
Q1 | $1.03M | Sell |
8,572
-1,458
| -15% | -$175K | 0.15% | 86 |
|
|
2019
Q4 | $1.37M | Sell |
10,030
-406
| -4% | -$55.5K | 0.17% | 77 |
|
|
2019
Q3 | $1.43M | Buy |
10,436
+37
| +0.4% | +$5.07K | 0.21% | 65 |
|
|
2019
Q2 | $1.36M | Sell |
10,399
-501
| -5% | -$65.7K | 0.22% | 64 |
|
|
2019
Q1 | $1.34M | Buy |
10,900
+151
| +1% | +$18.5K | 0.23% | 63 |
|
|
2018
Q4 | $1.19M | Buy |
10,749
+717
| +7% | +$79.2K | 0.23% | 64 |
|
|
2018
Q3 | $1.12M | Buy |
10,032
+329
| +3% | +$36.8K | 0.21% | 67 |
|
|
2018
Q2 | $1.06M | Buy |
9,703
+1,195
| +14% | +$130K | 0.21% | 69 |
|
|
2018
Q1 | $929K | Buy |
8,508
+731
| +9% | +$79.8K | 0.21% | 67 |
|
|
2017
Q4 | $933K | Buy |
7,777
+822
| +12% | +$98.6K | 0.24% | 57 |
|
|
2017
Q3 | $775K | Buy |
+6,955
| New | +$775K | 0.23% | 57 |
|