James Investment Research’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $412K | Sell |
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|
2024
Q3 | $1.22M | Sell |
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|
2024
Q2 | $3.11M | Sell |
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|
2024
Q1 | $3.31M | Sell |
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|
2023
Q4 | $3.32M | Sell |
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|
2023
Q3 | $3.4M | Sell |
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|
2023
Q2 | $3.72M | Buy |
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|
2023
Q1 | $3.32M | Buy |
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|
2022
Q4 | $3.07M | Buy |
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|
2022
Q3 | $2.76M | Buy |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $1K | Hold |
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|
2021
Q4 | $1K | Hold |
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|
2021
Q3 | $1K | Hold |
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|
2021
Q2 | $1K | Hold |
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|
2021
Q1 | $1K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $8K | Hold |
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|
2019
Q3 | $8K | Hold |
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|
2019
Q2 | $8K | Hold |
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|
2019
Q1 | $7K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $23K | Hold |
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|
2017
Q1 | $22K | Buy |
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|
2016
Q4 | $17K | Hold |
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|
2016
Q3 | $18K | Hold |
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|
2016
Q2 | $17K | Sell |
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|
2016
Q1 | $33K | Hold |
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|
2015
Q4 | $32K | Hold |
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|
2015
Q3 | $30K | Hold |
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|
2015
Q2 | $30K | Hold |
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|
2015
Q1 | $31K | Sell |
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|
2014
Q4 | $61K | Buy |
|