Grassi Investment 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
Q2 | $4.93M | Buy |
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|
2025
Q1 | $5.58M | Hold |
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|
2024
Q4 | $5.66M | Hold |
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|
2024
Q3 | $6.33M | Sell |
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|
2024
Q2 | $6.23M | Hold |
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|
2024
Q1 | $6.62M | Hold |
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|
2023
Q4 | $6.42M | Sell |
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|
2023
Q3 | $6.44M | Hold |
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|
2023
Q2 | $7.04M | Sell |
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|
2023
Q1 | $7.37M | Sell |
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|
2022
Q4 | $8.67M | Hold |
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|
2022
Q3 | $7.84M | Hold |
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|
2022
Q2 | $8M | Hold |
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|
2022
Q1 | $8.03M | Hold |
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|
2021
Q4 | $8.34M | Hold |
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|
2021
Q3 | $7.22M | Hold |
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|
2021
Q2 | $7.11M | Hold |
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|
2021
Q1 | $6.79M | Hold |
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|
2020
Q4 | $7.12M | Sell |
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|
2020
Q3 | $7.79M | Hold |
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|
2020
Q2 | $7.43M | Hold |
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|
2020
Q1 | $6.75M | Buy |
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|
2019
Q4 | $7.27M | Hold |
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|
2019
Q3 | $7.29M | Hold |
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|
2019
Q2 | $6.98M | Hold |
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|
2019
Q1 | $6.52M | Sell |
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|
2018
Q4 | $7.36M | Sell |
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|
2018
Q3 | $7.57M | Sell |
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|
2018
Q2 | $7.41M | Buy |
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|
2018
Q1 | $7.42M | Buy |
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|
2017
Q4 | $7.99M | Sell |
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|
2017
Q3 | $7.48M | Sell |
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|
2017
Q2 | $7.77M | Sell |
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|
2017
Q1 | $7.57M | Sell |
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|
2016
Q4 | $7.13M | Sell |
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|
2016
Q3 | $7.8M | Sell |
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|
2016
Q2 | $7.67M | Sell |
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|
2016
Q1 | $7.45M | Sell |
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|
2015
Q4 | $7.41M | Sell |
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|
2015
Q3 | $7M | Buy |
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|
2015
Q2 | $6.84M | Sell |
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|
2015
Q1 | $7.1M | Buy |
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|
2014
Q4 | $7.01M | Sell |
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|
2014
Q3 | $6.91M | Buy |
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|
2014
Q2 | $6.62M | Buy |
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|
2014
Q1 | $5.98M | Buy |
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|
2013
Q4 | $5.93M | Buy |
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|
2013
Q3 | $5.64M | Sell |
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|
2013
Q2 | $5.92M | Buy |
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