Kelleher Financial 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 | $891K | Buy |
|
|||||
|
2025
Q1 | $945K | Sell |
|
|||||
|
2024
Q4 | $992K | Sell |
|
|||||
|
2024
Q3 | $1.11M | Hold |
|
|||||
|
2024
Q2 | $1.08M | Sell |
|
|||||
|
2024
Q1 | $1.3M | Buy |
|
|||||
|
2023
Q4 | $752K | Buy |
|
|||||
|
2023
Q3 | $705K | Buy |
|
|||||
|
2023
Q2 | $717K | Buy |
|
|||||
|
2023
Q1 | $625K | Sell |
|
|||||
|
2022
Q4 | $699K | Sell |
|
|||||
|
2022
Q3 | $682K | Sell |
|
|||||
|
2022
Q2 | $1.88M | Buy |
|
|||||
|
2022
Q1 | $1.23M | Sell |
|
|||||
|
2021
Q4 | $1.41M | Sell |
|
|||||
|
2021
Q3 | $1.64M | Buy |
|
|||||
|
2021
Q2 | $1.09M | Buy |
|
|||||
|
2021
Q1 | $1.04M | Hold |
|
|||||
|
2020
Q4 | $1.09M | Hold |
|
|||||
|
2020
Q3 | $1.02M | Hold |
|
|||||
|
2020
Q2 | $971K | Sell |
|
|||||
|
2020
Q1 | $887K | Buy |
|
|||||
|
2019
Q4 | $1M | Buy |
|
|||||
|
2019
Q3 | $527K | Hold |
|
|||||
|
2019
Q2 | $504K | Buy |
|
|||||
|
2018
Q4 | $428K | Hold |
|
|||||
|
2018
Q3 | $433K | Buy |
|
|||||
|
2018
Q2 | $392K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $260K | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
|||||
|
2016
Q1 | $3K | Buy |
|