Holistic Financial Partners’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 | $289K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $350K | Sell |
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|
2024
Q3 | $394K | Buy |
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|
2024
Q2 | $306K | Buy |
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|
2024
Q1 | $281K | Buy |
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|
2023
Q4 | $253K | Buy |
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|
2023
Q3 | $243K | Buy |
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|
2023
Q2 | $218K | Sell |
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|
2023
Q1 | $254K | Sell |
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|
2022
Q4 | $280K | Buy |
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|
2022
Q3 | $247K | Sell |
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|
2022
Q2 | $252K | Hold |
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|
2022
Q1 | $253K | Sell |
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|
2021
Q4 | $323K | Hold |
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|
2021
Q3 | $280K | Hold |
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|
2021
Q2 | $276K | Sell |
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|
2021
Q1 | $281K | Sell |
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|
2020
Q4 | $379K | Buy |
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|
2020
Q3 | $338K | Buy |
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|
2020
Q2 | $271K | Sell |
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|
2020
Q1 | $255K | Sell |
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|
2019
Q4 | $358K | Buy |
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|
2019
Q3 | $251K | Hold |
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|
2019
Q2 | $239K | Hold |
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|
2019
Q1 | $223K | Sell |
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|
2018
Q4 | $205K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $151K | Sell |
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|
2017
Q4 | $167K | Buy |
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