Mark Sheptoff Financial Planning’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 | $5.81M | Sell |
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|
2025
Q1 | $6.73M | Sell |
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|
2024
Q4 | $6.98M | Sell |
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|
2024
Q3 | $7.9M | Sell |
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|
2024
Q2 | $7.9M | Sell |
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|
2024
Q1 | $8.71M | Sell |
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|
2023
Q4 | $8.55M | Buy |
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|
2023
Q3 | $8.5M | Buy |
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|
2023
Q2 | $9.1M | Sell |
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|
2023
Q1 | $9.04M | Sell |
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|
2022
Q4 | $9M | Sell |
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|
2022
Q3 | $8.13M | Buy |
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|
2022
Q2 | $8.23M | Sell |
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|
2022
Q1 | $8.84M | Sell |
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|
2021
Q4 | $9.18M | Sell |
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|
2021
Q3 | $7.99M | Sell |
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|
2021
Q2 | $7.94M | Sell |
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|
2021
Q1 | $7.66M | Buy |
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|
2020
Q4 | $8.03M | Sell |
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|
2020
Q3 | $7.73M | Sell |
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|
2020
Q2 | $7.41M | Sell |
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|
2020
Q1 | $6.88M | Sell |
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|
2019
Q4 | $8.15M | Sell |
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|
2019
Q3 | $8.28M | Buy |
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|
2019
Q2 | $7.8M | Buy |
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|
2019
Q1 | $7.25M | Buy |
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|
2018
Q4 | $6.4M | Sell |
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|
2018
Q3 | $6.5M | Sell |
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|
2018
Q2 | $6.38M | Sell |
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|
2018
Q1 | $6.46M | Buy |
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|
2017
Q4 | $7.06M | Hold |
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|
2017
Q3 | $6.56M | Buy |
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|
2017
Q2 | $6.8M | Buy |
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|
2017
Q1 | $6.58M | Sell |
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|
2016
Q4 | $6.2M | Sell |
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|
2016
Q3 | $6.45M | Buy |
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|
2016
Q2 | $6.28M | Sell |
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|
2016
Q1 | $6.17M | Sell |
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|
2015
Q4 | $6.13M | Buy |
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|
2015
Q3 | $5.5M | Buy |
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|
2015
Q2 | $5.36M | Sell |
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|
2015
Q1 | $5.5M | Buy |
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|
2014
Q4 | $5.37M | Buy |
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|
2014
Q3 | $5.24M | Buy |
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|
2014
Q2 | $4.67M | Sell |
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|
2014
Q1 | $4.48M | Buy |
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