Edgemoor Investment 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
Q3 | $730K | Buy |
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|
2025
Q2 | $587K | Buy |
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|
2025
Q1 | $658K | Sell |
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|
2024
Q4 | $685K | Hold |
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|
2024
Q3 | $766K | Sell |
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|
2024
Q2 | $1.12M | Sell |
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|
2024
Q1 | $1.21M | Sell |
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|
2023
Q4 | $1.21M | Hold |
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|
2023
Q3 | $1.21M | Buy |
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|
2023
Q2 | $1.29M | Hold |
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|
2023
Q1 | $1.27M | Sell |
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|
2022
Q4 | $1.43M | Buy |
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|
2022
Q3 | $1.16M | Buy |
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|
2022
Q2 | $1.17M | Buy |
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|
2022
Q1 | $1.17M | Buy |
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|
2021
Q4 | $1.04M | Sell |
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|
2021
Q3 | $918K | Sell |
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|
2021
Q2 | $934K | Sell |
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|
2021
Q1 | $893K | Buy |
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|
2020
Q4 | $933K | Buy |
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|
2020
Q3 | $869K | Buy |
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|
2020
Q2 | $772K | Hold |
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|
2020
Q1 | $701K | Sell |
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|
2019
Q4 | $864K | Sell |
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|
2019
Q3 | $966K | Sell |
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|
2019
Q2 | $933K | Sell |
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|
2019
Q1 | $880K | Sell |
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|
2018
Q4 | $797K | Hold |
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|
2018
Q3 | $807K | Hold |
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|
2018
Q2 | $785K | Buy |
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|
2018
Q1 | $738K | Hold |
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|
2017
Q4 | $797K | Sell |
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|
2017
Q3 | $915K | Buy |
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|
2017
Q2 | $939K | Buy |
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|
2017
Q1 | $761K | Buy |
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|
2016
Q4 | $711K | Sell |
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|
2016
Q3 | $744K | Buy |
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|
2016
Q2 | $721K | Hold |
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|
2016
Q1 | $697K | Sell |
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|
2015
Q4 | $810K | Sell |
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|
2015
Q3 | $856K | Buy |
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|
2015
Q2 | $766K | Buy |
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|
2015
Q1 | $761K | Sell |
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|
2014
Q4 | $762K | Sell |
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|
2014
Q3 | $761K | Buy |
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|
2014
Q2 | $717K | Buy |
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|
2014
Q1 | $646K | Sell |
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|
2013
Q4 | $643K | Sell |
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|
2013
Q3 | $623K | Sell |
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|
2013
Q2 | $651K | Buy |
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