Houlihan Financial Resource Group’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $453K | Buy |
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|
2025
Q3 | – | Sell |
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|
2025
Q2 | $433K | Hold |
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|
2025
Q1 | $486K | Sell |
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|
2024
Q4 | $505K | Sell |
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|
2024
Q3 | $585K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $574K | Sell |
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|
2023
Q4 | $559K | Hold |
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|
2023
Q3 | $552K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $604K | Sell |
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|
2022
Q4 | $606K | Hold |
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|
2022
Q3 | $576K | Buy |
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|
2020
Q3 | $684K | Buy |
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|
2020
Q1 | $549K | Hold |
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|
2019
Q4 | $624K | Buy |
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