Carson Wealth (CWM LLC)’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 | $69.9M | Buy |
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|
2025
Q2 | $46.1M | Buy |
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|
2025
Q1 | $43.9M | Buy |
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|
2024
Q4 | $37.6M | Buy |
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|
2024
Q3 | $40.3M | Buy |
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|
2024
Q2 | $36.4M | Buy |
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|
2024
Q1 | $34.8M | Buy |
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|
2023
Q4 | $27.4M | Buy |
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|
2023
Q3 | $21.8M | Buy |
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|
2023
Q2 | $19M | Buy |
|
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|
2023
Q1 | $14.3M | Buy |
|
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|
2022
Q4 | $11.3M | Buy |
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|
2022
Q3 | $7.47M | Buy |
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|
2022
Q2 | $6.94M | Sell |
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|
2022
Q1 | $9.1M | Sell |
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|
2021
Q4 | $12.2M | Buy |
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|
2021
Q2 | $30M | Hold |
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|
2021
Q1 | $30M | Hold |
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|
2020
Q4 | $30M | Hold |
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|
2020
Q3 | $30M | Hold |
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|
2020
Q2 | $30M | Hold |
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|
2020
Q1 | $30M | Hold |
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|
2019
Q4 | $30M | Hold |
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|
2019
Q3 | $30M | Hold |
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|
2019
Q2 | $30M | Hold |
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|
2019
Q1 | $30M | Buy |
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|
2018
Q4 | $3.38M | Buy |
|
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|
2018
Q3 | $1.34M | Buy |
|
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|
2018
Q2 | $490K | Buy |
|
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|
2018
Q1 | $331K | Buy |
|
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|
2017
Q4 | $303K | Sell |
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|
2017
Q3 | $292K | Buy |
|
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|
2017
Q2 | $296K | Buy |
|
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|
2017
Q1 | $272K | Sell |
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|
2016
Q4 | $330K | Sell |
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|
2016
Q3 | $401K | Buy |
|
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|
2016
Q2 | $293K | Sell |
|
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|
2016
Q1 | $13.1M | Buy |
|
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|
2015
Q4 | $11.5M | Buy |
|
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|
2015
Q3 | $9.69M | Buy |
|
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|
2015
Q2 | $8.29M | Buy |
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|
2015
Q1 | $7.28M | Buy |
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|
2014
Q4 | $4.93M | Buy |
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|
2014
Q3 | $1.33M | Buy |
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|
2014
Q2 | $498K | Buy |
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|
2014
Q1 | $203K | Buy |
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|
2013
Q4 | $151K | Buy |
|