Heck Capital 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 | $504K | Buy |
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|
2025
Q1 | $511K | Buy |
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|
2024
Q4 | $240K | Sell |
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|
2024
Q3 | $269K | Sell |
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|
2024
Q2 | $269K | Sell |
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|
2024
Q1 | $286K | Buy |
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|
2023
Q4 | $274K | Sell |
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|
2023
Q3 | $291K | Sell |
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|
2023
Q2 | $322K | Sell |
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|
2023
Q1 | $325K | Buy |
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|
2022
Q4 | $311K | Buy |
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|
2022
Q3 | $276K | Buy |
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|
2022
Q2 | $277K | Sell |
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|
2022
Q1 | $313K | Sell |
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|
2021
Q4 | $437K | Sell |
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|
2021
Q3 | $406K | Sell |
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|
2021
Q2 | $406K | Buy |
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|
2021
Q1 | $382K | Sell |
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|
2020
Q4 | $410K | Sell |
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|
2020
Q3 | $384K | Buy |
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|
2020
Q2 | $338K | Buy |
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|
2020
Q1 | $235K | Sell |
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|
2019
Q4 | $276K | Buy |
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|
2019
Q3 | $266K | Buy |
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|
2019
Q2 | $246K | Buy |
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|
2019
Q1 | $220K | Buy |
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|
2018
Q4 | $191K | Sell |
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|
2018
Q3 | $197K | Sell |
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|
2018
Q2 | $203K | Buy |
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|
2018
Q1 | $203K | Sell |
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|
2017
Q4 | $223K | Buy |
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|
2017
Q3 | $205K | Buy |
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|
2017
Q2 | $207K | Sell |
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|
2017
Q1 | $215K | Sell |
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|
2016
Q4 | $210K | Buy |
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