Inspirion 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
Q3 | $509K | Sell |
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|
2025
Q2 | $418K | Sell |
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|
2025
Q1 | $479K | Buy |
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|
2024
Q4 | $435K | Hold |
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|
2024
Q3 | $509K | Hold |
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|
2024
Q2 | $493K | Hold |
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|
2024
Q1 | $524K | Sell |
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|
2023
Q4 | $537K | Hold |
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|
2023
Q3 | $526K | Sell |
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|
2023
Q2 | $582K | Buy |
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|
2023
Q1 | $535K | Buy |
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|
2022
Q4 | $518K | Hold |
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|
2022
Q3 | $468K | Sell |
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|
2022
Q2 | $482K | Sell |
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|
2022
Q1 | $488K | Hold |
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|
2021
Q4 | $507K | Hold |
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|
2021
Q3 | $439K | Hold |
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|
2021
Q2 | $432K | Sell |
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|
2021
Q1 | $423K | Hold |
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|
2020
Q4 | $444K | Buy |
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|
2020
Q3 | $407K | Hold |
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|
2020
Q2 | $388K | Buy |
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|
2020
Q1 | $341K | Buy |
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|
2019
Q4 | $377K | Hold |
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|
2019
Q3 | $378K | Buy |
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|
2019
Q2 | $286K | Sell |
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|
2019
Q1 | $268K | Hold |
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|
2018
Q4 | $241K | Hold |
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|
2018
Q3 | $244K | Hold |
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|
2018
Q2 | $238K | Hold |
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|
2018
Q1 | $238K | Hold |
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|
2017
Q4 | $262K | Hold |
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|
2017
Q3 | $243K | Sell |
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|
2017
Q2 | $259K | Sell |
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|
2017
Q1 | $252K | Buy |
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|
2016
Q4 | $224K | Buy |
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|
2016
Q3 | $221K | Sell |
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|
2016
Q2 | $217K | Hold |
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|
2016
Q1 | $210K | Hold |
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|
2015
Q4 | $205K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $256K | Buy |
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|
2015
Q1 | $257K | Sell |
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|
2014
Q4 | $303K | Buy |
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