Edge Wealth Management’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 | $328K | Hold |
|
|||||
|
2025
Q2 | $309K | Sell |
|
|||||
|
2025
Q1 | $415K | Hold |
|
|||||
|
2024
Q4 | $421K | Sell |
|
|||||
|
2024
Q3 | $528K | Hold |
|
|||||
|
2024
Q2 | $513K | Sell |
|
|||||
|
2024
Q1 | $551K | Buy |
|
|||||
|
2023
Q4 | $516K | Sell |
|
|||||
|
2023
Q3 | $952K | Sell |
|
|||||
|
2023
Q2 | $1.09M | Hold |
|
|||||
|
2023
Q1 | $1.07M | Sell |
|
|||||
|
2022
Q4 | $1.57M | Hold |
|
|||||
|
2022
Q3 | $1.45M | Sell |
|
|||||
|
2022
Q2 | $1.47M | Hold |
|
|||||
|
2022
Q1 | $1.48M | Buy |
|
|||||
|
2021
Q4 | $1.39M | Sell |
|
|||||
|
2021
Q3 | $1.2M | Hold |
|
|||||
|
2021
Q2 | $1.18M | Sell |
|
|||||
|
2021
Q1 | $1.15M | Buy |
|
|||||
|
2020
Q4 | $1.02M | Sell |
|
|||||
|
2020
Q3 | $1.07M | Buy |
|
|||||
|
2020
Q2 | $787K | Buy |
|
|||||
|
2020
Q1 | $430K | Sell |
|
|||||
|
2019
Q4 | $487K | Buy |
|
|||||
|
2019
Q3 | $472K | Hold |
|
|||||
|
2019
Q2 | $452K | Hold |
|
|||||
|
2019
Q1 | $422K | Hold |
|
|||||
|
2018
Q4 | $380K | Sell |
|
|||||
|
2018
Q3 | $518K | Hold |
|
|||||
|
2018
Q2 | $505K | Buy |
|
|||||
|
2018
Q1 | $376K | Hold |
|
|||||
|
2017
Q4 | $413K | Hold |
|
|||||
|
2017
Q3 | $383K | Hold |
|
|||||
|
2017
Q2 | $397K | Hold |
|
|||||
|
2017
Q1 | $386K | Sell |
|
|||||
|
2016
Q4 | $459K | Buy |
|
|||||
|
2016
Q3 | $413K | Hold |
|
|||||
|
2016
Q2 | $403K | Buy |
|
|||||
|
2016
Q1 | $366K | Sell |
|
|||||
|
2015
Q4 | $444K | Hold |
|
|||||
|
2015
Q3 | $415K | Hold |
|
|||||
|
2015
Q2 | $413K | Hold |
|
|||||
|
2015
Q1 | $425K | Sell |
|
|||||
|
2014
Q4 | $424K | Hold |
|
|||||
|
2014
Q3 | $416K | Sell |
|
|||||
|
2014
Q2 | $399K | Hold |
|
|||||
|
2014
Q1 | $373K | Sell |
|
|||||
|
2013
Q4 | $1.07M | Buy |
|
|||||
|
2013
Q3 | $494K | Hold |
|
|||||
|
2013
Q2 | $510K | Buy |
|