Baron Silver Stevens Financial Advisors’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 | $1.34M | Buy |
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|
2025
Q2 | $498K | Buy |
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|
2025
Q1 | $504K | Sell |
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|
2024
Q4 | $532K | Hold |
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|
2024
Q3 | $595K | Hold |
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|
2024
Q2 | $577K | Sell |
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|
2024
Q1 | $645K | Buy |
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|
2023
Q4 | $566K | Sell |
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|
2023
Q3 | $590K | Buy |
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|
2023
Q2 | $641K | Sell |
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|
2023
Q1 | $667K | Buy |
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|
2022
Q4 | $630K | Hold |
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|
2022
Q3 | $643 | Sell |
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|
2022
Q2 | $735K | Buy |
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|
2022
Q1 | $527K | Buy |
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|
2021
Q4 | $454K | Buy |
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|
2021
Q3 | $381K | Sell |
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|
2021
Q2 | $520K | Buy |
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|
2021
Q1 | $348K | Hold |
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|
2020
Q4 | $365K | Buy |
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