Burt Wealth 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
Q2 | $241K | Hold |
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|
2025
Q1 | $274K | Hold |
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|
2024
Q4 | $278K | Sell |
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|
2024
Q3 | $337K | Sell |
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|
2024
Q2 | $433K | Sell |
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|
2024
Q1 | $468K | Buy |
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|
2023
Q4 | $436K | Buy |
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|
2023
Q3 | $434K | Buy |
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|
2023
Q2 | $473K | Sell |
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|
2023
Q1 | $466K | Sell |
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|
2022
Q4 | $472K | Buy |
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|
2022
Q3 | $425K | Buy |
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|
2022
Q2 | $423K | Buy |
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|
2022
Q1 | $424K | Buy |
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|
2021
Q4 | $439K | Buy |
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|
2021
Q3 | $379K | Buy |
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|
2021
Q2 | $373K | Buy |
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|
2021
Q1 | $355K | Buy |
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|
2020
Q4 | $372K | Buy |
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|
2020
Q3 | $347K | Sell |
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|
2020
Q2 | $335K | Buy |
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|
2020
Q1 | $303K | Buy |
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|
2019
Q4 | $345K | Sell |
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|
2019
Q3 | $350K | Buy |
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|
2019
Q2 | $334K | Sell |
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|
2019
Q1 | $319K | Buy |
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|
2018
Q4 | $287K | Buy |
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|
2018
Q3 | $267K | Buy |
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|
2018
Q2 | $260K | Sell |
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|
2018
Q1 | $315K | Buy |
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|
2017
Q4 | $345K | Buy |
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|
2017
Q3 | $239K | Buy |
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|
2017
Q2 | $195K | Buy |
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|
2017
Q1 | $189K | Sell |
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|
2016
Q4 | $187K | Buy |
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|
2016
Q3 | $190K | Buy |
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|
2016
Q2 | $184K | Sell |
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|
2016
Q1 | $281K | Buy |
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|
2015
Q4 | $151K | Buy |
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|
2015
Q3 | $142K | Buy |
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|
2015
Q2 | $141K | Buy |
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|
2015
Q1 | $143K | Buy |
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|
2014
Q4 | $141K | Buy |
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