Marcum Wealth’s PepsiCo PEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$1.33M Sell
2024
Q4
$1.39M Buy
2024
Q3
$1.55M Buy
2024
Q2
$1.47M Buy
2024
Q1
$1.52M Sell
2023
Q4
$1.55M Buy
2023
Q3
$1.5M Buy
2023
Q2
$1.62M Buy
2023
Q1
$1.58M Sell
2022
Q4
$1.69M Buy
2022
Q3
$1.47M Buy
2022
Q2
$1.48M Buy
2022
Q1
$1.45M Sell
2021
Q4
$1.66M Sell
2021
Q3
$1.58M Buy
2021
Q2
$1.47M Sell
2021
Q1
$1.42M Buy
2020
Q4
$747K Buy
2020
Q3
$290K Sell
2020
Q2
$320K Buy
2020
Q1
$268K Buy
2019
Q4
$293K Buy