Great Diamond Partners’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $806K | Sell |
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|
2025
Q4 | $805K | Sell |
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|
2025
Q3 | $802K | Sell |
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|
2025
Q2 | $754K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $250K | Sell |
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|
2024
Q2 | $319K | Sell |
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|
2024
Q1 | $394K | Sell |
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|
2023
Q4 | $468K | Sell |
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|
2023
Q3 | $758K | Sell |
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|
2023
Q2 | $833K | Sell |
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|
2023
Q1 | $839K | Buy |
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|
2022
Q4 | $454K | Sell |
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|
2022
Q3 | $774K | Buy |
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|
2022
Q2 | $788K | Sell |
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|
2022
Q1 | $811K | Buy |
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|
2021
Q4 | $819K | Sell |
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|
2021
Q3 | $1.27M | Buy |
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|
2021
Q2 | $1.25M | Buy |
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|
2021
Q1 | $1.15M | Sell |
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|
2020
Q4 | $1.3M | Buy |
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|
2020
Q3 | $1.18M | Sell |
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|
2020
Q2 | $1.18M | Sell |
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|
2020
Q1 | $1.11M | Buy |
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|
2019
Q4 | $1.23M | Buy |
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