Wealthfront Advisers’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $19.7M | Buy |
149,398
+40,307
| +37% | +$5.32M | 0.05% | 115 |
|
2025
Q1 | $16.4M | Sell |
109,091
-1,058
| -1% | -$159K | 0.04% | 126 |
|
2024
Q4 | $16.7M | Buy |
110,149
+16,999
| +18% | +$2.58M | 0.05% | 116 |
|
2024
Q3 | $15.8M | Sell |
93,150
-2,363
| -2% | -$402K | 0.05% | 111 |
|
2024
Q2 | $15.8M | Sell |
95,513
-4,722
| -5% | -$779K | 0.05% | 100 |
|
2024
Q1 | $17.5M | Sell |
100,235
-278
| -0.3% | -$48.7K | 0.06% | 91 |
|
2023
Q4 | $17.1M | Sell |
100,513
-30,798
| -23% | -$5.23M | 0.07% | 82 |
|
2023
Q3 | $22.2M | Sell |
131,311
-19,469
| -13% | -$3.3M | 0.1% | 66 |
|
2023
Q2 | $27.9M | Sell |
150,780
-1,543
| -1% | -$286K | 0.12% | 57 |
|
2023
Q1 | $27.8M | Buy |
152,323
+649
| +0.4% | +$118K | 0.13% | 49 |
|
2022
Q4 | $27.4M | Buy |
151,674
+4,552
| +3% | +$822K | 0.13% | 47 |
|
2022
Q3 | $24M | Buy |
147,122
+24,160
| +20% | +$3.94M | 0.13% | 41 |
|
2022
Q2 | $20.5M | Buy |
122,962
+23,318
| +23% | +$3.89M | 0.1% | 51 |
|
2022
Q1 | $16.7M | Sell |
99,644
-3,228
| -3% | -$540K | 0.07% | 62 |
|
2021
Q4 | $17.9M | Buy |
102,872
+15,182
| +17% | +$2.64M | 0.08% | 60 |
|
2021
Q3 | $13.2M | Buy |
87,690
+8,385
| +11% | +$1.26M | 0.06% | 63 |
|
2021
Q2 | $11.8M | Buy |
79,305
+7,061
| +10% | +$1.05M | 0.06% | 59 |
|
2021
Q1 | $10.2M | Buy |
72,244
+4,679
| +7% | +$662K | 0.05% | 59 |
|
2020
Q4 | $10M | Buy |
67,565
+5,142
| +8% | +$763K | 0.06% | 56 |
|
2020
Q3 | $8.65M | Sell |
62,423
-1,939
| -3% | -$269K | 0.06% | 60 |
|
2020
Q2 | $8.51M | Sell |
64,362
-5,205
| -7% | -$688K | 0.07% | 55 |
|
2020
Q1 | $8.36M | Buy |
69,567
+7,914
| +13% | +$950K | 0.08% | 47 |
|
2019
Q4 | $8.43M | Buy |
61,653
+1,752
| +3% | +$239K | 0.06% | 51 |
|
2019
Q3 | $8.21M | Sell |
59,901
-1,234
| -2% | -$169K | 0.07% | 51 |
|
2019
Q2 | $8.02M | Buy |
61,135
+5,922
| +11% | +$777K | 0.07% | 53 |
|
2019
Q1 | $6.77M | Sell |
55,213
-4,884
| -8% | -$599K | 0.06% | 57 |
|
2018
Q4 | $6.64M | Buy |
+60,097
| New | +$6.64M | 0.07% | 52 |
|