Keudell/Morrison 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
Q2 | $682K | Buy |
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|
2025
Q1 | $683K | Sell |
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|
2024
Q4 | $699K | Buy |
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|
2024
Q3 | $660K | Buy |
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|
2024
Q2 | $490K | Sell |
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|
2024
Q1 | $527K | Sell |
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|
2023
Q4 | $532K | Buy |
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|
2023
Q3 | $529K | Sell |
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|
2023
Q2 | $592K | Sell |
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|
2023
Q1 | $602K | Sell |
|
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|
2022
Q4 | $605K | Buy |
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|
2022
Q3 | $546K | Sell |
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|
2022
Q2 | $558K | Buy |
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|
2022
Q1 | $559K | Sell |
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|
2021
Q4 | $805K | Sell |
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|
2021
Q3 | $801K | Buy |
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|
2021
Q2 | $746K | Buy |
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|
2021
Q1 | $685K | Buy |
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|
2020
Q4 | $694K | Buy |
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|
2020
Q3 | $635K | Sell |
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|
2020
Q2 | $623K | Buy |
|
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|
2020
Q1 | $507K | Buy |
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|
2019
Q4 | $576K | Sell |
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|
2019
Q3 | $710K | Buy |
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|
2019
Q2 | $652K | Sell |
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|
2019
Q1 | $647K | Buy |
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