Mattern Wealth Management’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 | $489K | Sell |
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|
2025
Q1 | $654K | Sell |
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|
2024
Q4 | $698K | Sell |
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|
2024
Q3 | $827K | Sell |
|
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|
2024
Q2 | $877K | Sell |
|
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|
2024
Q1 | $2.69M | Sell |
|
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|
2023
Q4 | $2.73M | Sell |
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|
2023
Q3 | $2.74M | Buy |
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|
2023
Q2 | $2.5M | Buy |
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|
2023
Q1 | $2.14M | Buy |
|
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|
2022
Q4 | $1.25M | Buy |
|
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|
2022
Q3 | $1.1M | Buy |
|
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|
2022
Q2 | $1.11M | Buy |
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|
2022
Q1 | $1.06M | Sell |
|
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|
2021
Q4 | $1.12M | Sell |
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|
2021
Q3 | $969K | Sell |
|
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|
2021
Q2 | $1.01M | Sell |
|
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|
2021
Q1 | $995K | Sell |
|
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|
2020
Q4 | $2.19M | Sell |
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|
2020
Q3 | $2.07M | Sell |
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|
2020
Q2 | $2M | Buy |
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|
2020
Q1 | $1.8M | Buy |
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|
2019
Q4 | $1.76M | Buy |
|