J.P. Marvel Investment 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 | $265K | Sell |
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|
2025
Q2 | $254K | Hold |
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|
2025
Q1 | $288K | Hold |
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|
2024
Q4 | $292K | Hold |
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|
2024
Q3 | $327K | Hold |
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|
2024
Q2 | $317K | Hold |
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|
2024
Q1 | $336K | Sell |
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|
2023
Q4 | $329K | Hold |
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|
2023
Q3 | $328K | Hold |
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|
2023
Q2 | $359K | Sell |
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|
2023
Q1 | $358K | Hold |
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|
2022
Q4 | $355K | Hold |
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|
2022
Q3 | $321K | Hold |
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|
2022
Q2 | $328K | Hold |
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|
2022
Q1 | $329K | Hold |
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|
2021
Q4 | $342K | Sell |
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|
2021
Q3 | $298K | Hold |
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|
2021
Q2 | $293K | Sell |
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|
2021
Q1 | $287K | Hold |
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|
2020
Q4 | $301K | Hold |
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|
2020
Q3 | $281K | Hold |
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|
2020
Q2 | $268K | Hold |
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|
2020
Q1 | $244K | Sell |
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|
2019
Q4 | $297K | Sell |
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|
2019
Q3 | $380K | Buy |
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|
2019
Q1 | $352K | Sell |
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|
2018
Q4 | $328K | Buy |
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|
2018
Q2 | $323K | Hold |
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|
2018
Q1 | $324K | Buy |
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|
2017
Q4 | $339K | Hold |
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|
2017
Q3 | $315K | Hold |
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|
2017
Q2 | $327K | Hold |
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|
2017
Q1 | $317K | Hold |
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|
2016
Q4 | $296K | Hold |
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|
2016
Q3 | $308K | Hold |
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|
2016
Q2 | $300K | Hold |
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|
2016
Q1 | $290K | Hold |
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|
2015
Q4 | $283K | Buy |
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|
2015
Q2 | $264K | Hold |
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|
2015
Q1 | $271K | Hold |
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|
2014
Q4 | $268K | Hold |
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|
2014
Q3 | $263K | Hold |
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|
2014
Q2 | $253K | Hold |
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|
2014
Q1 | $236K | Hold |
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|
2013
Q4 | $235K | Hold |
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|
2013
Q3 | $225K | Hold |
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|
2013
Q2 | $231K | Buy |
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