Alera Investment Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $946K | Buy |
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|
2024
Q2 | $833K | Buy |
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|
2024
Q1 | $762K | Buy |
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|
2023
Q4 | $621K | Sell |
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|
2023
Q3 | $671K | Sell |
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|
2023
Q2 | $745K | Buy |
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|
2023
Q1 | $714K | Sell |
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|
2022
Q4 | $718K | Sell |
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|
2022
Q3 | $891K | Buy |
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|
2022
Q2 | $875K | Buy |
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|
2022
Q1 | $863K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $275K | Buy |
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|
2020
Q1 | $206K | Sell |
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|
2019
Q4 | $235K | Sell |
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|
2019
Q3 | $356K | Buy |
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|
2019
Q2 | $324K | Buy |
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|
2019
Q1 | $293K | Buy |
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|
2018
Q4 | $255K | Buy |
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