Everhart Financial Group’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 | $1.41M | Buy |
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|
2025
Q2 | $1.24M | Sell |
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|
2025
Q1 | $1.46M | Buy |
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|
2024
Q4 | $998K | Sell |
|
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|
2024
Q3 | $1.45M | Buy |
|
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|
2024
Q2 | $1.26M | Buy |
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|
2024
Q1 | $1.13M | Sell |
|
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|
2023
Q4 | $1.18M | Sell |
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|
2023
Q3 | $1.29M | Buy |
|
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|
2023
Q2 | $1.4M | Buy |
|
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|
2023
Q1 | $1.32M | Buy |
|
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|
2022
Q4 | $1.25M | Buy |
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|
2022
Q3 | $1.03M | Buy |
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|
2022
Q2 | $929K | Buy |
|
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|
2022
Q1 | $822K | Buy |
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|
2021
Q4 | $706K | Buy |
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|
2021
Q3 | $538K | Sell |
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|
2021
Q2 | $542K | Buy |
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|
2021
Q1 | $290K | Buy |
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|
2020
Q4 | $288K | Buy |
|