Cypress Wealth 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 | $461K | Buy |
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|
2025
Q2 | $309K | Buy |
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|
2025
Q1 | $318K | Sell |
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|
2024
Q4 | $338K | Buy |
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|
2024
Q3 | $371K | Sell |
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|
2024
Q2 | $495K | Buy |
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|
2024
Q1 | $450K | Buy |
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|
2023
Q4 | $318K | Sell |
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|
2023
Q3 | $336K | Sell |
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|
2023
Q2 | $395K | Buy |
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|
2023
Q1 | $370K | Sell |
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|
2022
Q4 | $413K | Buy |
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|
2022
Q3 | $345K | Sell |
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|
2022
Q2 | $457K | Buy |
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|
2022
Q1 | $426K | Buy |
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|
2021
Q4 | $432K | Buy |
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|
2021
Q3 | $369K | Sell |
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|
2021
Q2 | $492K | Sell |
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|
2021
Q1 | $510K | Sell |
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|
2020
Q4 | $559K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $2.89M | Buy |
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|
2020
Q1 | $2.62M | Buy |
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|
2019
Q4 | $2.95M | Sell |
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|
2019
Q3 | $2.98M | Sell |
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|
2019
Q2 | $2.99M | Buy |
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|
2019
Q1 | $2.77M | Buy |
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|
2018
Q4 | $2.3M | Sell |
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|
2018
Q3 | $2.45M | Sell |
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|
2018
Q2 | $2.39M | Buy |
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|
2018
Q1 | $2.22M | Sell |
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|
2017
Q4 | $2.46M | Buy |
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