Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $263K | Sell |
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|
2024
Q3 | $328K | Sell |
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|
2024
Q2 | $324K | Buy |
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|
2024
Q1 | $335K | Buy |
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|
2023
Q4 | $319K | Sell |
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|
2023
Q3 | $337K | Sell |
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|
2023
Q2 | $372K | Buy |
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|
2023
Q1 | $356K | Buy |
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|
2022
Q4 | $346K | Sell |
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|
2022
Q3 | $312K | Hold |
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|
2022
Q2 | $318K | Buy |
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|
2022
Q1 | $305K | Buy |
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|
2021
Q4 | $316K | Buy |
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|
2021
Q3 | $254K | Buy |
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|
2021
Q2 | $235K | Hold |
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|
2021
Q1 | $224K | Buy |
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|
2020
Q4 | $216K | Sell |
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|
2020
Q3 | $202K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $216K | Sell |
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|
2019
Q4 | $251K | Buy |
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|
2019
Q3 | $209K | Buy |
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