J.W. Cole 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
Q2 | $6.8M | Buy |
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|
2025
Q1 | $6.73M | Buy |
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|
2024
Q4 | $3.53M | Sell |
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|
2024
Q3 | $4.09M | Buy |
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|
2024
Q2 | $3.36M | Buy |
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|
2024
Q1 | $2.43M | Sell |
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|
2023
Q4 | $2.38M | Buy |
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|
2023
Q3 | $1.59M | Sell |
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|
2023
Q2 | $1.74M | Sell |
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|
2023
Q1 | $1.89M | Buy |
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|
2022
Q4 | $1.67M | Sell |
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|
2022
Q3 | $1.58M | Sell |
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|
2022
Q2 | $1.63M | Sell |
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|
2022
Q1 | $1.66M | Buy |
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|
2021
Q4 | $1.63M | Sell |
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|
2021
Q3 | $1.53M | Buy |
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|
2021
Q2 | $1.42M | Buy |
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|
2021
Q1 | $1.3M | Buy |
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|
2020
Q4 | $1.33M | Sell |
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|
2020
Q3 | $8.82M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.38M | Buy |
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