Capstone 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 | $464K | Buy |
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|
2025
Q2 | $427K | Sell |
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|
2025
Q1 | $565K | Sell |
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|
2024
Q4 | $575K | Sell |
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|
2024
Q3 | $646K | Buy |
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|
2024
Q2 | $623K | Buy |
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|
2024
Q1 | $613K | Sell |
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|
2023
Q4 | $603K | Sell |
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|
2023
Q3 | $615K | Sell |
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|
2023
Q2 | $697K | Buy |
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|
2023
Q1 | $493K | Sell |
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|
2022
Q4 | $535K | Sell |
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|
2022
Q3 | $631K | Buy |
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|
2022
Q2 | $612K | Buy |
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|
2022
Q1 | $614K | Sell |
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|
2021
Q4 | $655K | Buy |
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|
2021
Q3 | $567K | Sell |
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|
2021
Q2 | $582K | Buy |
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|
2021
Q1 | $492K | Buy |
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|
2020
Q4 | $498K | Buy |
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|
2020
Q3 | $308K | Buy |
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|
2020
Q2 | $294K | Buy |
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|
2020
Q1 | $264K | Buy |
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|
2019
Q4 | $245K | Buy |
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|
2019
Q3 | $241K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $244K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $219K | Buy |
|