Berger Financial Group’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 | $6.29M | Buy |
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|
2025
Q2 | $5.86M | Sell |
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|
2025
Q1 | $7.41M | Buy |
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|
2024
Q4 | $1.86M | Sell |
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|
2024
Q3 | $2.38M | Buy |
|
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|
2024
Q2 | $1.21M | Sell |
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|
2024
Q1 | $1.32M | Buy |
|
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|
2023
Q4 | $1.05M | Sell |
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|
2023
Q3 | $1.09M | Buy |
|
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|
2023
Q2 | $1.16M | Sell |
|
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|
2023
Q1 | $1.18M | Buy |
|
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|
2022
Q4 | $1.14M | Sell |
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|
2022
Q3 | $1.04M | Sell |
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|
2022
Q2 | $1.07M | Sell |
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|
2022
Q1 | $1.09M | Buy |
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|
2021
Q4 | $1.13M | Buy |
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|
2021
Q3 | $816K | Sell |
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|
2021
Q2 | $807K | Buy |
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|
2021
Q1 | $763K | Buy |
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|
2020
Q4 | $751K | Buy |
|