FRG Family Wealth 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 | $4.69M | Sell |
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|
2025
Q1 | $5.48M | Sell |
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|
2024
Q4 | $5.75M | Sell |
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|
2024
Q3 | $6.51M | Sell |
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|
2024
Q2 | $6.75M | Hold |
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|
2024
Q1 | $6.88M | Sell |
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|
2023
Q4 | $7.17M | Sell |
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|
2023
Q3 | $7.25M | Sell |
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|
2023
Q2 | $8.03M | Buy |
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|
2023
Q1 | $7.87M | Sell |
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|
2022
Q4 | $7.9M | Sell |
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|
2022
Q3 | $7.29M | Hold |
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|
2022
Q2 | $7.44M | Sell |
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|
2022
Q1 | $7.48M | Hold |
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|
2021
Q4 | $7.76M | Sell |
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|
2021
Q3 | $6.73M | Buy |
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|
2021
Q2 | $6.5M | Buy |
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|
2021
Q1 | $6.13M | Buy |
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|
2020
Q4 | $6.32M | Sell |
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|
2020
Q3 | $5.93M | Buy |
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|
2020
Q2 | $5.61M | Buy |
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|
2020
Q1 | $4.78M | Buy |
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|
2019
Q4 | $5.26M | Hold |
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|
2019
Q3 | $5.28M | Sell |
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|
2019
Q2 | $5.08M | Buy |
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|
2019
Q1 | $4.67M | Buy |
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|
2018
Q4 | $3.96M | Buy |
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|
2018
Q3 | $3.5M | Buy |
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|
2018
Q2 | $2.98M | Buy |
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|
2018
Q1 | $2.88M | Sell |
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|
2017
Q4 | $3.21M | Buy |
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|
2017
Q3 | $2.82M | Buy |
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|
2017
Q2 | $2.81M | Sell |
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|
2017
Q1 | $2.74M | Buy |
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|
2016
Q4 | $2.49M | Buy |
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|
2016
Q3 | $2.47M | Buy |
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|
2016
Q2 | $2.38M | Buy |
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|
2016
Q1 | $2.22M | Sell |
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|
2015
Q4 | $2.42M | Buy |
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