Aprio Wealth Management’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 | $941K | Buy |
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|
2025
Q1 | $685K | Buy |
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|
2024
Q4 | $641K | Buy |
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|
2024
Q3 | $677K | Sell |
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|
2024
Q2 | $739K | Buy |
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|
2024
Q1 | $518K | Sell |
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|
2023
Q4 | $513K | Buy |
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|
2023
Q3 | $391K | Sell |
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|
2023
Q2 | $435K | Buy |
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|
2023
Q1 | $398K | Buy |
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|
2022
Q4 | $378K | Buy |
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|
2022
Q3 | $304K | Buy |
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|
2022
Q2 | $297K | Hold |
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|
2022
Q1 | $298K | Buy |
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|
2021
Q4 | $245K | Hold |
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|
2021
Q3 | $213K | Hold |
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|
2021
Q2 | $209K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $238K | Hold |
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|
2020
Q2 | $227K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $221K | Buy |
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