Morris Financial Concepts’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 | $380K | Sell |
|
|||||
|
2025
Q2 | $359K | Sell |
|
|||||
|
2025
Q1 | $728K | Buy |
|
|||||
|
2024
Q4 | $733K | Buy |
|
|||||
|
2024
Q3 | $820K | Buy |
|
|||||
|
2024
Q2 | $785K | Buy |
|
|||||
|
2024
Q1 | $829K | Buy |
|
|||||
|
2023
Q4 | $803K | Buy |
|
|||||
|
2023
Q3 | $798K | Buy |
|
|||||
|
2023
Q2 | $871K | Buy |
|
|||||
|
2023
Q1 | $855K | Buy |
|
|||||
|
2022
Q4 | $845K | Buy |
|
|||||
|
2022
Q3 | $635K | Buy |
|
|||||
|
2022
Q2 | $646K | Sell |
|
|||||
|
2022
Q1 | $652K | Buy |
|
|||||
|
2021
Q4 | $674K | Buy |
|