Lee Financial’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 | $297K | Sell |
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|
2025
Q2 | $289K | Sell |
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|
2025
Q1 | $387K | Sell |
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|
2024
Q4 | $421K | Buy |
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|
2024
Q3 | $442K | Sell |
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|
2024
Q2 | $455K | Buy |
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|
2024
Q1 | $263K | Buy |
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|
2023
Q4 | $118K | Sell |
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|
2023
Q3 | $120K | Buy |
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|
2023
Q2 | $127K | Hold |
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|
2023
Q1 | $125K | Sell |
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|
2022
Q4 | $128K | Hold |
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|
2022
Q3 | $115K | Buy |
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|
2022
Q2 | $112K | Buy |
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|
2022
Q1 | $109K | Sell |
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|
2021
Q4 | $118K | Sell |
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|
2021
Q3 | $106K | Buy |
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|
2021
Q2 | $100K | Sell |
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|
2021
Q1 | $107K | Buy |
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|
2020
Q4 | $98K | Sell |
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|
2020
Q3 | $94K | Sell |
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|
2020
Q2 | $114K | Hold |
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|
2020
Q1 | $103K | Sell |
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|
2019
Q4 | $133K | Hold |
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|
2019
Q3 | $133K | Hold |
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|
2019
Q2 | $127K | Buy |
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|
2019
Q1 | $97K | Buy |
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|
2018
Q4 | $73K | Hold |
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|
2018
Q3 | $74K | Sell |
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|
2018
Q2 | $99K | Buy |
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|
2018
Q1 | $99K | Sell |
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|
2017
Q4 | $112K | Hold |
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|
2017
Q3 | $104K | Hold |
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|
2017
Q2 | $108K | Hold |
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|
2017
Q1 | $104K | Hold |
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|
2016
Q4 | $98K | Buy |
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