Institute for Wealth Management’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 | $537K | Buy |
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|
2025
Q2 | $356K | Sell |
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|
2025
Q1 | $423K | Sell |
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|
2024
Q4 | $466K | Sell |
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|
2024
Q3 | $531K | Sell |
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|
2024
Q2 | $564K | Buy |
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|
2024
Q1 | $591K | Buy |
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|
2023
Q4 | $573K | Sell |
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|
2023
Q3 | $575K | Buy |
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|
2023
Q2 | $628K | Buy |
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|
2023
Q1 | $618K | Sell |
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|
2022
Q4 | $651K | Sell |
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|
2022
Q3 | $597K | Buy |
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|
2022
Q2 | $592K | Buy |
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|
2022
Q1 | $572K | Hold |
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|
2021
Q4 | $594K | Buy |
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|
2021
Q3 | $512K | Hold |
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|
2021
Q2 | $504K | Sell |
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|
2021
Q1 | $486K | Sell |
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|
2020
Q4 | $517K | Sell |
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|
2020
Q3 | $515K | Buy |
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|
2020
Q2 | $479K | Buy |
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|
2020
Q1 | $434K | Sell |
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|
2019
Q4 | $560K | Buy |
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|
2019
Q3 | $562K | Sell |
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|
2019
Q2 | $808K | Buy |
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|
2019
Q1 | $711K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $534K | Buy |
|