Fermata 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
Q2 | – | Sell |
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|
2025
Q1 | $232K | Sell |
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|
2024
Q4 | $250K | Buy |
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|
2024
Q3 | $270K | Buy |
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|
2024
Q2 | $244K | Buy |
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|
2024
Q1 | $205K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $202K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $303K | Sell |
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|
2022
Q1 | $362K | Sell |
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|
2021
Q4 | $410K | Sell |
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|
2021
Q3 | $381K | Buy |
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|
2021
Q2 | $312K | Buy |
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