CBIZ Investment Advisory Services’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
$62.6K Buy
2025
Q2
$51.6K Sell
2025
Q1
$77.5K Buy
2024
Q4
$64.9K Buy
2024
Q3
$69.9K Hold
2024
Q2
$67.8K Hold
2024
Q1
$72.3K Buy
2021
Q4
Hold
2021
Q3
Hold
2021
Q2
Hold
2021
Q1
Hold
2020
Q4
Hold
2020
Q3
Hold
2020
Q2
Hold
2020
Q1
Hold
2019
Q4
Hold