Calton & Associates’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 | $294K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $202K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $265K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $383K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $251K | Sell |
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|
2021
Q4 | $287K | Sell |
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|
2021
Q3 | $345K | Buy |
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|
2021
Q2 | $331K | Sell |
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|
2021
Q1 | $363K | Sell |
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|
2020
Q4 | $435K | Buy |
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|
2020
Q3 | $405K | Sell |
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|
2020
Q2 | $490K | Buy |
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|
2020
Q1 | $434K | Sell |
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|
2019
Q4 | $550K | Buy |
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|
2019
Q3 | $497K | Buy |
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|
2019
Q2 | $467K | Buy |
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|
2019
Q1 | $422K | Buy |
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|
2018
Q4 | $326K | Buy |
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|
2018
Q3 | $300K | Sell |
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|
2018
Q2 | $323K | Sell |
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|
2018
Q1 | $588K | Sell |
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|
2017
Q4 | $1.28M | Buy |
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