IBEX Wealth 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
Q1 | – | Sell |
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|
2024
Q4 | $217K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $6.39M | Sell |
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|
2024
Q1 | $8.69M | Buy |
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|
2023
Q4 | $6.25K | Sell |
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|
2023
Q3 | $6.29M | Buy |
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|
2023
Q1 | $6.99M | Sell |
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|
2022
Q4 | $8.69M | Buy |
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|
2022
Q3 | $7.83M | Buy |
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|
2022
Q2 | $6.24M | Buy |
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|
2022
Q1 | $6.07M | Buy |
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|
2021
Q4 | $5.41M | Buy |
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|
2021
Q3 | $4.48M | Buy |
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|
2021
Q2 | $4.2M | Buy |
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|
2021
Q1 | $3.71M | Buy |
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|
2020
Q4 | $3.61M | Buy |
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|
2020
Q3 | $3.25M | Sell |
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|
2020
Q2 | $3.11M | Buy |
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|
2020
Q1 | $2.78M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $235K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $279K | Sell |
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|
2017
Q3 | $310K | Sell |
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|
2017
Q2 | $355K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $257K | Sell |
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|
2016
Q3 | $282K | Buy |
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