Jeppson 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 | $985K | Buy |
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|
2025
Q2 | $904K | Buy |
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|
2025
Q1 | $1.02M | Sell |
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|
2024
Q4 | $1.12M | Buy |
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|
2024
Q3 | $1.21M | Hold |
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|
2024
Q2 | $1.17M | Sell |
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|
2024
Q1 | $1.3M | Sell |
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|
2023
Q4 | $1.27M | Buy |
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|
2023
Q3 | $1.26M | Sell |
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|
2023
Q2 | $1.55M | Sell |
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|
2023
Q1 | $1.58M | Sell |
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|
2022
Q4 | $1.58M | Sell |
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|
2022
Q3 | $1.46M | Hold |
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|
2022
Q2 | $1.49M | Buy |
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|
2022
Q1 | $833K | Sell |
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|
2021
Q4 | $879K | Hold |
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|
2021
Q3 | $760K | Hold |
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|
2021
Q2 | $749K | Sell |
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|
2021
Q1 | $742K | Buy |
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|
2020
Q4 | $750K | Sell |
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|
2020
Q3 | $728K | Buy |
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