Lipe & Dalton’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 | $310K | Hold |
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|
2025
Q1 | $352K | Hold |
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|
2024
Q4 | $357K | Sell |
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|
2024
Q3 | $428K | Hold |
|
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|
2024
Q2 | $415K | Sell |
|
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|
2024
Q1 | $467K | Hold |
|
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|
2023
Q4 | $453K | Hold |
|
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|
2023
Q3 | $452K | Hold |
|
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|
2023
Q2 | $494K | Hold |
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|
2023
Q1 | $486K | Hold |
|
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|
2022
Q4 | $482K | Hold |
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|
2022
Q3 | $435K | Hold |
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|
2022
Q2 | $444K | Hold |
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|
2022
Q1 | $446K | Sell |
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|
2021
Q4 | $490K | Buy |
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|
2021
Q3 | $401K | Hold |
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|
2021
Q2 | $395K | Hold |
|
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|
2021
Q1 | $377K | Sell |
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|
2020
Q4 | $418K | Hold |
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|
2020
Q3 | $390K | Hold |
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|
2020
Q2 | $373K | Hold |
|
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|
2020
Q1 | $338K | Buy |
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|
2019
Q4 | $379K | Buy |
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|
2019
Q3 | $373K | Sell |
|
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|
2019
Q2 | $373K | Hold |
|
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|
2019
Q1 | $349K | Hold |
|
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|
2018
Q4 | $314K | Hold |
|
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|
2018
Q3 | $318K | Hold |
|
|||||
|
2018
Q2 | $310K | Hold |
|
|||||
|
2018
Q1 | $311K | Hold |
|
|||||
|
2017
Q4 | $341K | Hold |
|
|||||
|
2017
Q3 | $317K | Hold |
|
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|
2017
Q2 | $329K | Buy |
|
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|
2017
Q1 | $296K | Sell |
|
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|
2016
Q4 | $298K | Sell |
|
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|
2016
Q3 | $342K | Sell |
|
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|
2016
Q2 | $354K | Hold |
|
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|
2016
Q1 | $343K | Hold |
|
|||||
|
2015
Q4 | $334K | Sell |
|
|||||
|
2015
Q3 | $335K | Hold |
|
|||||
|
2015
Q2 | $331K | Hold |
|
|||||
|
2015
Q1 | $340K | Hold |
|
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|
2014
Q4 | $336K | Hold |
|
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|
2014
Q3 | $331K | Sell |
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|
2014
Q2 | $347K | Hold |
|
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|
2014
Q1 | $337K | Sell |
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|
2013
Q4 | $336K | Buy |
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|
2013
Q3 | $298K | Sell |
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|
2013
Q2 | $340K | Buy |
|