Crewe 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
Q2 | $276K | Sell |
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|
2025
Q1 | $361K | Sell |
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|
2024
Q4 | $374K | Sell |
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|
2024
Q3 | $509K | Sell |
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|
2024
Q2 | $510K | Buy |
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|
2024
Q1 | $266K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $100K | Sell |
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|
2023
Q1 | $172K | Buy |
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|
2022
Q4 | $130K | Sell |
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|
2022
Q3 | $138K | Buy |
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|
2022
Q2 | $118K | Buy |
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|
2022
Q1 | $24K | Hold |
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|
2021
Q4 | $25K | Buy |
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|
2021
Q3 | $18K | Hold |
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|
2021
Q2 | $18K | Sell |
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|
2021
Q1 | $58K | Sell |
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|
2020
Q4 | $64K | Sell |
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|
2020
Q3 | $65K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $7K | Sell |
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|
2019
Q1 | $82K | Buy |
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|
2018
Q4 | $29K | Hold |
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|
2018
Q3 | $29K | Sell |
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|
2018
Q2 | $35K | Buy |
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|
2018
Q1 | $35K | Buy |
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|
2017
Q4 | $31K | Buy |
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