Halbert Hargrove Global 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
Q3 | $33.5K | Buy |
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|
2025
Q2 | $4.09K | Sell |
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|
2025
Q1 | $11.2K | Buy |
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|
2024
Q4 | $2.74K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $590K | Buy |
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|
2022
Q4 | $558K | Sell |
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|
2022
Q3 | $560K | Buy |
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|
2022
Q2 | $552K | Buy |
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|
2022
Q1 | $525K | Buy |
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|
2021
Q4 | $508K | Sell |
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|
2021
Q3 | $475K | Sell |
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|
2021
Q2 | $477K | Sell |
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|
2021
Q1 | $469K | Sell |
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|
2020
Q4 | $499K | Buy |
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|
2020
Q3 | $397K | Buy |
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|
2020
Q2 | $355K | Sell |
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|
2020
Q1 | $332K | Sell |
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|
2019
Q4 | $406K | Sell |
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|
2019
Q3 | $435K | Sell |
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|
2019
Q2 | $423K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $313K | Buy |
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|
2018
Q3 | $245K | Buy |
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|
2018
Q2 | $221K | Sell |
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|
2018
Q1 | $266K | Buy |
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|
2017
Q4 | $229K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $239K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $225K | Sell |
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|
2016
Q1 | $327K | Sell |
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|
2015
Q4 | $375K | Sell |
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|
2015
Q3 | $370K | Sell |
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|
2015
Q2 | $750K | Buy |
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|
2015
Q1 | $643K | Buy |
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|
2014
Q4 | $307K | Sell |
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|
2014
Q3 | $307K | Buy |
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