Appleton Partners’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.41M | Sell |
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|
2025
Q1 | $7.66M | Sell |
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|
2024
Q4 | $7.97M | Sell |
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|
2024
Q3 | $9.23M | Sell |
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|
2024
Q2 | $9.24M | Sell |
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|
2024
Q1 | $10.3M | Sell |
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|
2023
Q4 | $10.6M | Sell |
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|
2023
Q3 | $11.1M | Sell |
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|
2023
Q2 | $12.4M | Sell |
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|
2023
Q1 | $12.3M | Buy |
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|
2022
Q4 | $12M | Sell |
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|
2022
Q3 | $11M | Buy |
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|
2022
Q2 | $11.2M | Sell |
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|
2022
Q1 | $11.3M | Sell |
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|
2021
Q4 | $12.1M | Sell |
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|
2021
Q3 | $11M | Sell |
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|
2021
Q2 | $11.3M | Sell |
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|
2021
Q1 | $11.7M | Sell |
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|
2020
Q4 | $12.5M | Buy |
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|
2020
Q3 | $11.7M | Sell |
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|
2020
Q2 | $11.2M | Sell |
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|
2020
Q1 | $10.3M | Sell |
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|
2019
Q4 | $12M | Sell |
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|
2019
Q3 | $12.1M | Buy |
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|
2019
Q2 | $11.5M | Buy |
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|
2019
Q1 | $10.2M | Buy |
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|
2018
Q4 | $9.21M | Sell |
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|
2018
Q3 | $9.35M | Buy |
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|
2018
Q2 | $8.59M | Buy |
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|
2018
Q1 | $8.47M | Buy |
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|
2017
Q4 | $9.21M | Buy |
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|
2017
Q3 | $8.36M | Sell |
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|
2017
Q2 | $8.73M | Sell |
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|
2017
Q1 | $8.52M | Sell |
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|
2016
Q4 | $8.5M | Sell |
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|
2016
Q3 | $9.52M | Sell |
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|
2016
Q2 | $9.53M | Sell |
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|
2016
Q1 | $9.37M | Buy |
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|
2015
Q4 | $9.09M | Buy |
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|
2015
Q3 | $8.2M | Sell |
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|
2015
Q2 | $8.26M | Sell |
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|
2015
Q1 | $9.02M | Sell |
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|
2014
Q4 | $9.12M | Buy |
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|
2014
Q3 | $8.73M | Buy |
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|
2014
Q2 | $8.11M | Buy |
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|
2014
Q1 | $7.52M | Buy |
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|
2013
Q4 | $7.28M | Buy |
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|
2013
Q3 | $6.85M | Buy |
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|
2013
Q2 | $7.04M | Buy |
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