Alan B. Lancz & Associates’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 | $359K | Buy |
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|
2025
Q2 | $337K | Hold |
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|
2025
Q1 | $383K | Hold |
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|
2024
Q4 | $389K | Hold |
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|
2024
Q3 | $435K | Hold |
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|
2024
Q2 | $422K | Buy |
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|
2023
Q4 | $411K | Hold |
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|
2023
Q3 | $410K | Hold |
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|
2023
Q2 | $448K | Hold |
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|
2023
Q1 | $441K | Hold |
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|
2022
Q4 | $424K | Hold |
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|
2022
Q3 | $395K | Hold |
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|
2022
Q2 | $423K | Sell |
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|
2022
Q1 | $572K | Hold |
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|
2021
Q4 | $594K | Buy |
|