Annex Advisory Services’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 | $683K | Buy |
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|
2025
Q2 | $641K | Sell |
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|
2025
Q1 | $834K | Buy |
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|
2024
Q4 | $810K | Sell |
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|
2024
Q3 | $937K | Buy |
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|
2024
Q2 | $868K | Sell |
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|
2024
Q1 | $923K | Sell |
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|
2023
Q4 | $945K | Buy |
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|
2023
Q3 | $884K | Buy |
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|
2023
Q2 | $957K | Sell |
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|
2023
Q1 | $948K | Buy |
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|
2022
Q4 | $856K | Sell |
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|
2022
Q3 | $785K | Sell |
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|
2022
Q2 | $1.37M | Buy |
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|
2022
Q1 | $1.29M | Buy |
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|
2021
Q4 | $1.31M | Buy |
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|
2021
Q3 | $1.03M | Sell |
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|
2021
Q2 | $1.01M | Sell |
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|
2021
Q1 | $1M | Buy |
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|
2020
Q4 | $1.01M | Buy |
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|
2020
Q3 | $900K | Buy |
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|
2020
Q2 | $859K | Buy |
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|
2020
Q1 | $733K | Buy |
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|
2019
Q4 | $830K | Buy |
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|
2019
Q3 | $811K | Buy |
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|
2019
Q2 | $739K | Sell |
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|
2019
Q1 | $691K | Buy |
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|
2018
Q4 | $614K | Buy |
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|
2018
Q3 | $613K | Buy |
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|
2018
Q2 | $570K | Buy |
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|
2018
Q1 | $564K | Buy |
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|
2017
Q4 | $610K | Buy |
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|
2017
Q3 | $532K | Sell |
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|
2017
Q2 | $572K | Sell |
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|
2017
Q1 | $571K | Sell |
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|
2016
Q4 | $551K | Buy |
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|
2016
Q3 | $568K | Buy |
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|
2016
Q2 | $547K | Buy |
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|
2016
Q1 | $519K | Sell |
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|
2015
Q4 | $529K | Buy |
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|
2015
Q3 | $482K | Buy |
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|
2015
Q2 | $461K | Buy |
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|
2015
Q1 | $471K | Buy |
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|
2014
Q4 | $465K | Buy |
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|
2014
Q3 | $437K | Buy |
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|
2014
Q2 | $414K | Buy |
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|
2014
Q1 | $352K | Buy |
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|
2013
Q4 | $341K | Sell |
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|
2013
Q3 | $328K | Buy |
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|
2013
Q2 | $303K | Buy |
|