LBMC Investment 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
Q3 | $541K | Sell |
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|
2025
Q2 | $514K | Sell |
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|
2025
Q1 | $594K | Buy |
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|
2024
Q4 | $599K | Hold |
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|
2024
Q3 | $670K | Sell |
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|
2024
Q2 | $663K | Buy |
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|
2024
Q1 | $700K | Sell |
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|
2023
Q4 | $773K | Hold |
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|
2023
Q3 | $763K | Sell |
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|
2023
Q2 | $850K | Sell |
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|
2023
Q1 | $900K | Buy |
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|
2022
Q4 | $888K | Hold |
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|
2022
Q3 | $803K | Buy |
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|
2022
Q2 | $818K | Sell |
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|
2022
Q1 | $832K | Buy |
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|
2021
Q4 | $861K | Buy |
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|
2021
Q3 | $763 | Sell |
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|
2021
Q2 | $750K | Buy |
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|
2021
Q1 | $554K | Buy |
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|
2020
Q4 | $571K | Buy |
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|
2020
Q3 | $523K | Buy |
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|
2020
Q2 | $497K | Buy |
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|
2020
Q1 | $450K | Buy |
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|
2019
Q4 | $509K | Buy |
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|
2019
Q3 | $434K | Buy |
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|
2019
Q2 | $414K | Buy |
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|
2019
Q1 | $367K | Buy |
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|
2018
Q4 | $298K | Buy |
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|
2018
Q3 | $282K | Buy |
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|
2018
Q2 | $241K | Buy |
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|
2018
Q1 | $240K | Buy |
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|
2017
Q4 | $261K | Buy |
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