Ironwood Investment 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 | $413K | Hold |
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|
2025
Q2 | $388K | Sell |
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|
2025
Q1 | $457K | Hold |
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|
2024
Q4 | $463K | Hold |
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|
2024
Q3 | $518K | Sell |
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|
2024
Q2 | $524K | Hold |
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|
2024
Q1 | $556K | Sell |
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|
2023
Q4 | $542K | Hold |
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|
2023
Q3 | $541K | Hold |
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|
2023
Q2 | $592K | Hold |
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|
2023
Q1 | $582K | Hold |
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|
2022
Q4 | $577K | Hold |
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|
2022
Q3 | $521K | Sell |
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|
2022
Q2 | $534K | Hold |
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|
2022
Q1 | $536K | Hold |
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|
2021
Q4 | $557K | Hold |
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|
2021
Q3 | $482K | Sell |
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|
2021
Q2 | $484K | Hold |
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|
2021
Q1 | $462K | Hold |
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|
2020
Q4 | $484K | Hold |
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|
2020
Q3 | $452K | Hold |
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|
2020
Q2 | $432K | Sell |
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|
2020
Q1 | $394K | Hold |
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|
2019
Q4 | $448K | Hold |
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|
2019
Q3 | $450K | Sell |
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|
2019
Q2 | $479K | Hold |
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|
2019
Q1 | $448K | Sell |
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|
2018
Q4 | $416K | Sell |
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|
2018
Q3 | $428K | Hold |
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|
2018
Q2 | $417K | Hold |
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|
2018
Q1 | $418K | Hold |
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|
2017
Q4 | $459K | Sell |
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|
2017
Q3 | $429K | Sell |
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|
2017
Q2 | $447K | Sell |
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|
2017
Q1 | $435K | Hold |
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|
2016
Q4 | $407K | Hold |
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|
2016
Q3 | $423K | Sell |
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|
2016
Q2 | $418K | Sell |
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|
2016
Q1 | $418K | Hold |
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|
2015
Q4 | $407K | Hold |
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|
2015
Q3 | $384K | Sell |
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|
2015
Q2 | $383K | Sell |
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|
2015
Q1 | $416K | Hold |
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|
2014
Q4 | $412K | Sell |
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|
2014
Q3 | $408K | Sell |
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|
2014
Q2 | $400K | Hold |
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|
2014
Q1 | $374K | Hold |
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|
2013
Q4 | $372K | Sell |
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|
2013
Q3 | $364K | Hold |
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|
2013
Q2 | $374K | Buy |
|