Apella Capital’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 | $3.47M | Buy |
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|
2025
Q2 | $2.98M | Sell |
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|
2025
Q1 | $3.29M | Buy |
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|
2024
Q4 | $1.52M | Buy |
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|
2024
Q3 | $1.68M | Buy |
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|
2024
Q2 | $1.56M | Buy |
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|
2024
Q1 | $1.26M | Sell |
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|
2023
Q4 | $1.27M | Buy |
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|
2023
Q3 | $1.17M | Buy |
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|
2023
Q2 | $1.27M | Buy |
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|
2022
Q4 | $711K | Buy |
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|
2022
Q3 | $492K | Buy |
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|
2022
Q2 | $481K | Buy |
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|
2022
Q1 | $433K | Buy |
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|
2021
Q4 | $420K | Sell |
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|
2021
Q3 | $399K | Sell |
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|
2021
Q2 | $510K | Buy |
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|
2021
Q1 | $451K | Sell |
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|
2020
Q4 | $590K | Sell |
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|
2020
Q3 | $552K | Hold |
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|
2020
Q2 | $527K | Hold |
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|
2020
Q1 | $478K | Buy |
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