IMA Advisory Services’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 | $72.2K | Hold |
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|
2025
Q1 | $82K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $51.9K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $307K | Hold |
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|
2023
Q2 | $335K | Buy |
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|
2023
Q1 | $250K | Sell |
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|
2022
Q4 | $298K | Buy |
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|
2022
Q3 | $260K | Buy |
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|
2022
Q2 | $265K | Hold |
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|
2022
Q1 | $266K | Hold |
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|
2021
Q4 | $277K | Hold |
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|
2021
Q3 | $239K | Hold |
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|
2021
Q2 | $236K | Hold |
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|
2021
Q1 | $225K | Hold |
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|
2020
Q4 | $236K | Sell |
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|
2020
Q3 | $241K | Hold |
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|
2020
Q2 | $230K | Hold |
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|
2020
Q1 | $209K | Sell |
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|
2019
Q4 | $243K | Hold |
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|
2019
Q3 | $244K | Buy |
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|
2019
Q2 | $233K | Sell |
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|
2019
Q1 | $238K | Buy |
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|
2018
Q4 | $192K | Sell |
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|
2018
Q3 | $195K | Buy |
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|
2018
Q2 | $190K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $210K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $201K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $237K | Hold |
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|
2016
Q3 | $246K | Hold |
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|
2016
Q2 | $240K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $226K | Sell |
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|
2015
Q3 | $238K | Sell |
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|
2015
Q2 | $847K | Sell |
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|
2015
Q1 | $939K | Sell |
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|
2014
Q4 | $990K | Sell |
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|
2014
Q3 | $1M | Hold |
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|
2014
Q2 | $960K | Sell |
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|
2014
Q1 | $916K | Sell |
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|
2013
Q4 | $951K | Hold |
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|
2013
Q3 | $912K | Hold |
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|
2013
Q2 | $938K | Buy |
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