Westside Investment Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Buy |
2,532
+77
| +3% | +$10.2K | 0.06% | 200 |
|
|
2025
Q1 | $368K | Sell |
2,455
-50
| -2% | -$7.5K | 0.08% | 178 |
|
|
2024
Q4 | $381K | Buy |
2,505
+244
| +11% | +$37.1K | 0.08% | 170 |
|
|
2024
Q3 | $384K | Sell |
2,261
-19
| -0.8% | -$3.23K | 0.08% | 167 |
|
|
2024
Q2 | $376K | Hold |
2,280
| – | – | 0.09% | 160 |
|
|
2024
Q1 | $399K | Hold |
2,280
| – | – | 0.1% | 161 |
|
|
2023
Q4 | $387K | Hold |
2,280
| – | – | 0.1% | 157 |
|
|
2023
Q3 | $386K | Sell |
2,280
-40
| -2% | -$6.78K | 0.11% | 155 |
|
|
2023
Q2 | $430K | Sell |
2,320
-50
| -2% | -$9.26K | 0.12% | 148 |
|
|
2023
Q1 | $432K | Hold |
2,370
| – | – | 0.13% | 142 |
|
|
2022
Q4 | $428 | Hold |
2,370
| – | – | ﹤0.01% | 289 |
|
|
2022
Q3 | $386 | Hold |
2,370
| – | – | ﹤0.01% | 300 |
|
|
2022
Q2 | $394 | Hold |
2,370
| – | – | ﹤0.01% | 291 |
|
|
2022
Q1 | $396 | Hold |
2,370
| – | – | ﹤0.01% | 295 |
|
|
2021
Q4 | $411 | Hold |
2,370
| – | – | ﹤0.01% | 284 |
|
|
2021
Q3 | $356 | Buy |
2,370
+19
| +0.8% | +$3 | ﹤0.01% | 283 |
|
|
2021
Q2 | $348 | Sell |
2,351
-52
| -2% | -$8 | ﹤0.01% | 277 |
|
|
2021
Q1 | $339 | Sell |
2,403
-100
| -4% | -$14 | ﹤0.01% | 274 |
|
|
2020
Q4 | $371 | Hold |
2,503
| – | – | ﹤0.01% | 226 |
|
|
2020
Q3 | $346 | Hold |
2,503
| – | – | ﹤0.01% | 240 |
|
|
2020
Q2 | $331 | Sell |
2,503
-122
| -5% | -$16 | ﹤0.01% | 218 |
|
|
2020
Q1 | $315 | Buy |
+2,625
| New | +$315 | ﹤0.01% | 216 |
|
|
2019
Q2 | $362 | Buy |
+2,767
| New | +$362 | ﹤0.01% | 159 |
|
|
2018
Q4 | $315K | Sell |
2,847
-201
| -7% | -$22.2K | 0.12% | 122 |
|
|
2018
Q3 | $337K | Sell |
3,048
-50
| -2% | -$5.54K | 0.11% | 110 |
|
|
2018
Q2 | $339K | Hold |
3,098
| – | – | 0.12% | 116 |
|
|
2018
Q1 | $332K | Hold |
3,098
| – | – | 0.18% | 115 |
|
|
2017
Q4 | $366K | Hold |
3,098
| – | – | 0.2% | 107 |
|
|
2017
Q3 | $341K | Hold |
3,098
| – | – | 0.21% | 100 |
|
|
2017
Q2 | $354K | Hold |
3,098
| – | – | 0.23% | 94 |
|
|
2017
Q1 | $347K | Buy |
3,098
+505
| +19% | +$56.5K | 0.17% | 91 |
|
|
2016
Q4 | $264K | Buy |
+2,593
| New | +$264K | 0.18% | 81 |
|