Cooper/Haims 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 | $477K | Sell |
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|
2025
Q2 | $453K | Buy |
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|
2025
Q1 | $509K | Sell |
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|
2024
Q4 | $516K | Buy |
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|
2024
Q3 | $577K | Hold |
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|
2024
Q2 | $560K | Sell |
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|
2024
Q1 | $635K | Hold |
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|
2023
Q4 | $616K | Hold |
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|
2023
Q3 | $615K | Buy |
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|
2023
Q2 | $672K | Hold |
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|
2023
Q1 | $661K | Buy |
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|
2022
Q4 | $655K | Hold |
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|
2022
Q3 | $592K | Buy |
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|
2022
Q2 | $572K | Hold |
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|
2022
Q1 | $575K | Buy |
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|
2021
Q4 | $596K | Hold |
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|
2021
Q3 | $516K | Sell |
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|
2021
Q2 | $546K | Buy |
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|
2021
Q1 | $441K | Sell |
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|
2020
Q4 | $517K | Hold |
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|
2020
Q3 | $483K | Hold |
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|
2020
Q2 | $461K | Buy |
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|
2020
Q1 | $417K | Hold |
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|
2019
Q4 | $475K | Buy |
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|
2019
Q3 | $451K | Hold |
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|
2019
Q2 | $431K | Hold |
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|
2019
Q1 | $403K | Hold |
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|
2018
Q4 | $363K | Hold |
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|
2018
Q3 | $368K | Sell |
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|
2018
Q2 | $411K | Sell |
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|
2018
Q1 | $413K | Hold |
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|
2017
Q4 | $454K | Buy |
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