HighMark Wealth 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
Q3 | $143K | Buy |
|
|||||
|
2025
Q2 | $133K | Buy |
|
|||||
|
2025
Q1 | $150K | Buy |
|
|||||
|
2024
Q4 | $151K | Hold |
|
|||||
|
2024
Q3 | $168K | Buy |
|
|||||
|
2024
Q2 | $163K | Buy |
|
|||||
|
2024
Q1 | $171K | Sell |
|
|||||
|
2023
Q4 | $171K | Sell |
|
|||||
|
2023
Q3 | $171K | Sell |
|
|||||
|
2023
Q2 | $201K | Buy |
|
|||||
|
2023
Q1 | $197K | Sell |
|
|||||
|
2022
Q4 | $239K | Hold |
|
|||||
|
2022
Q3 | $216K | Buy |
|
|||||
|
2022
Q2 | $219K | Sell |
|
|||||
|
2022
Q1 | $230K | Sell |
|
|||||
|
2021
Q4 | $266K | Sell |
|
|||||
|
2021
Q3 | $231K | Buy |
|
|||||
|
2021
Q2 | $226K | Buy |
|
|||||
|
2021
Q1 | $215K | Sell |
|
|||||
|
2020
Q4 | $270K | Hold |
|
|||||
|
2020
Q3 | $252K | Buy |
|
|||||
|
2020
Q2 | $239K | Buy |
|
|||||
|
2020
Q1 | $143K | Sell |
|
|||||
|
2019
Q4 | $163K | Buy |
|