Kozak & Associates’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 | $189K | Sell |
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|
2025
Q2 | $187K | Buy |
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|
2025
Q1 | $60.2K | Buy |
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|
2024
Q4 | $60.9K | Sell |
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|
2024
Q3 | $94K | Buy |
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|
2024
Q2 | $58.1K | Sell |
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|
2024
Q1 | $85.8K | Sell |
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|
2023
Q4 | $98.8K | Sell |
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|
2023
Q3 | $96.1K | Buy |
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|
2023
Q2 | $106K | Buy |
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|
2023
Q1 | $103K | Sell |
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|
2022
Q4 | $111K | Hold |
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|
2022
Q3 | $100K | Buy |
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|
2022
Q2 | $85K | Buy |
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|
2022
Q1 | $78K | Hold |
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|
2021
Q4 | $78K | Buy |
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|
2021
Q3 | $74K | Buy |
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