Disciplined Investments’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 | $225K | Sell |
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|
2025
Q1 | $260K | Sell |
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|
2024
Q4 | $281K | Sell |
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|
2024
Q3 | $318K | Sell |
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|
2024
Q2 | $322K | Sell |
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|
2024
Q1 | $342K | Buy |
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|
2023
Q4 | $302K | Sell |
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|
2023
Q3 | $414K | Sell |
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|
2023
Q2 | $623K | Sell |
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|
2023
Q1 | $614K | Buy |
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|
2022
Q4 | $419K | Sell |
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|
2022
Q3 | $624K | Buy |
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|
2022
Q2 | $636K | Sell |
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|
2022
Q1 | $654K | Buy |
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|
2021
Q4 | $638K | Buy |
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|
2021
Q3 | $504K | Buy |
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|
2021
Q2 | $467K | Hold |
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|
2021
Q1 | $445K | Buy |
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|
2020
Q4 | $337K | Sell |
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|
2020
Q3 | $356K | Sell |
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|
2020
Q2 | $472K | Sell |
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|
2020
Q1 | $428K | Hold |
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|
2019
Q4 | $488K | Buy |
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