D.B. Root & Company’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 | $622K | Buy |
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|
2025
Q2 | $572K | Sell |
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|
2025
Q1 | $689K | Sell |
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|
2024
Q4 | $711K | Buy |
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|
2024
Q3 | $783K | Sell |
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|
2024
Q2 | $794K | Buy |
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|
2024
Q1 | $720K | Buy |
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|
2023
Q4 | $505K | Buy |
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|
2023
Q3 | $444K | Sell |
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|
2023
Q2 | $493K | Sell |
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|
2023
Q1 | $490K | Buy |
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|
2022
Q4 | $485K | Buy |
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|
2022
Q3 | $437K | Buy |
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|
2022
Q2 | $419K | Buy |
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|
2022
Q1 | $418K | Sell |
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|
2021
Q4 | $443K | Sell |
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|
2021
Q3 | $386K | Buy |
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|
2021
Q2 | $379K | Sell |
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|
2021
Q1 | $369K | Sell |
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|
2020
Q4 | $733K | Buy |
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|
2020
Q3 | $449K | Sell |
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|
2020
Q2 | $459K | Sell |
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|
2020
Q1 | $421K | Sell |
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|
2019
Q4 | $847K | Sell |
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|
2019
Q3 | $857K | Sell |
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|
2019
Q2 | $887K | Sell |
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|
2019
Q1 | $890K | Sell |
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|
2018
Q4 | $813K | Buy |
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