Montis Financial’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $518K | Buy |
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|
2025
Q2 | $299K | Sell |
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|
2025
Q1 | $355K | Hold |
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|
2024
Q4 | $360K | Sell |
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|
2024
Q3 | $404K | Sell |
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|
2024
Q2 | $499K | Sell |
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|
2024
Q1 | $779K | Sell |
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|
2023
Q4 | $782K | Buy |
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|
2023
Q3 | $706K | Sell |
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|
2023
Q2 | $958K | Hold |
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|
2023
Q1 | $943K | Buy |
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|
2022
Q4 | $933K | Hold |
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|
2022
Q3 | $843K | Sell |
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|
2022
Q2 | $869K | Hold |
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|
2022
Q1 | $873K | Sell |
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|
2021
Q4 | $907K | Sell |
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|
2021
Q3 | $793K | Sell |
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|
2021
Q2 | $814K | Hold |
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|
2021
Q1 | $776K | Buy |
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|
2020
Q4 | $746K | Buy |
|