Affinity Capital Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $226K | Hold |
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|
2025
Q2 | $210K | Sell |
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|
2025
Q1 | $230K | Buy |
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|
2024
Q4 | $230K | Sell |
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|
2024
Q3 | $290K | Sell |
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|
2024
Q2 | $291K | Sell |
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|
2024
Q1 | $329K | Sell |
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|
2023
Q4 | $361K | Hold |
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|
2023
Q3 | $361K | Sell |
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|
2023
Q2 | $394K | Buy |
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|
2023
Q1 | $364K | Sell |
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|
2022
Q4 | $369K | Hold |
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|
2022
Q3 | $334K | Hold |
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|
2022
Q2 | $341K | Sell |
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|
2022
Q1 | $342K | Sell |
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|
2021
Q4 | $359K | Hold |
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|
2021
Q3 | $311K | Buy |
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|
2021
Q2 | $270K | Buy |
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|
2021
Q1 | $250K | Sell |
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|
2020
Q4 | $280K | Hold |
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|
2020
Q3 | $262K | Buy |
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|
2020
Q2 | $247K | Sell |
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|
2020
Q1 | $258K | Sell |
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|
2019
Q4 | $301K | Buy |
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