Kelman-Lazarov Inc’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 | $227K | Buy |
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|
2025
Q1 | $237K | Sell |
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|
2024
Q4 | $250K | Buy |
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|
2024
Q3 | $265K | Hold |
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|
2024
Q2 | $257K | Buy |
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|
2024
Q1 | $266K | Sell |
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|
2023
Q4 | $361K | Buy |
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|
2023
Q3 | $351K | Sell |
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|
2023
Q2 | $391K | Buy |
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|
2023
Q1 | $374K | Sell |
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|
2022
Q4 | $371K | Sell |
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|
2022
Q3 | $378K | Hold |
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|
2022
Q2 | $386K | Sell |
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|
2022
Q1 | $396K | Hold |
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|
2021
Q4 | $411K | Hold |
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|
2021
Q3 | $356K | Sell |
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|
2021
Q2 | $362K | Sell |
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|
2021
Q1 | $366K | Hold |
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|
2020
Q4 | $384K | Buy |
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|
2020
Q3 | $352K | Hold |
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|
2020
Q2 | $336K | Sell |
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|
2020
Q1 | $314K | Sell |
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|
2019
Q4 | $371K | Sell |
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|
2019
Q3 | $378K | Hold |
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|
2019
Q2 | $361K | Sell |
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|
2019
Q1 | $367K | Buy |
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|
2018
Q4 | $300K | Sell |
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|
2018
Q3 | $558K | Sell |
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|
2018
Q2 | $802K | Buy |
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|
2018
Q1 | $799K | Sell |
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|
2017
Q4 | $909K | Sell |
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|
2017
Q3 | $860K | Sell |
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|
2017
Q2 | $897K | Sell |
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|
2017
Q1 | $897K | Hold |
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|
2016
Q4 | $839K | Sell |
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|
2016
Q3 | $897K | Buy |
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|
2016
Q2 | $881K | Buy |
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|
2016
Q1 | $832K | Buy |
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