Herold 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 | $771K | Sell |
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|
2025
Q1 | $940K | Sell |
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|
2024
Q4 | $1.03M | Buy |
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|
2024
Q3 | $1.13M | Buy |
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|
2024
Q2 | $1.08M | Buy |
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|
2024
Q1 | $1.14M | Sell |
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|
2023
Q4 | $1.11M | Buy |
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|
2023
Q3 | $1.09M | Buy |
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|
2023
Q2 | $1.16M | Buy |
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|
2023
Q1 | $1.1M | Buy |
|
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|
2022
Q4 | $1.06M | Buy |
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|
2022
Q3 | $943K | Hold |
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|
2022
Q2 | $963K | Hold |
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|
2022
Q1 | $967K | Buy |
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|
2021
Q4 | $949K | Buy |
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|
2021
Q3 | $747K | Buy |
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